Financial Engines, Inc.

Active Palo Alto, CA

Financial Engines, Inc. Overview

Financial Engines, Inc. filed as a Foreign Limited Liability Company (LLC) in the State of Texas on Tuesday, November 29, 2016 and is approximately ten years old, as recorded in documents filed with Texas Secretary of State. A corporate filing is called a foreign filing when an existing corporate entity files in a state other than the state they originally filed in. This does not necessarily mean that they are from outside the United States.

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Name
Lawrence M. Raffone 3 ~ Background Report ~	President CEO Director Chief Executive Officer
Suzanne Van Staveren 3 ~ Background Report ~	CFO
Tom Kimberly 1 ~ Background Report ~	Cpo Cto
Joseph Nedder 1 ~ Background Report ~	COO Hr
Antone Lewis 2 ~ Background Report ~	Evp Gc
Kelly S. O'Donnell 1 ~ Background Report ~	Evp
Christopher L. Jones 1 ~ Background Report ~	Evp Executive Vice Presi Chief Information of Evp Im
Paul Koontz ~ Background Report ~	Chairman Director
Jeffrey N. Maggioncalda 1 ~ Background Report ~	President CEO Vice President
Raymond J. Sims ~ Background Report ~	CFO Treasurer Vice President
Lewis E. Antone 5 ~ Background Report ~	Secretary Executive Vice Presi General Counsel Annual Report Signer
Jorge Del Calvo 4 ~ Background Report ~	Secretary
Peter Cohn 2 ~ Background Report ~	Secretary
William F. Sharpe 1 ~ Background Report ~	Director
Joseph A. Grundfest 1 ~ Background Report ~	Director
Michael E. Martin 1 ~ Background Report ~	Director
Heidi Fields ~ Background Report ~	Director
Robert A. Huret ~ Background Report ~	Director
Olena B. Lacy ~ Background Report ~	Director
Olena Berg-Lacy ~ Background Report ~	Director
Anne S. Tuttle ~ Background Report ~	Secretary
E. Olena Berg Lacy ~ Background Report ~	Director
David B. Yoffe ~ Background Report ~	Director
David B. Yoffie ~ Background Report ~	Director
John B. Shoven ~ Background Report ~	Director
Blake R. Grossman ~ Background Report ~	Director
Anne G. Cappel ~ Background Report ~	Secretary
John B. Bunch 1 ~ Background Report ~	Chief Operating Officer Executive Vice Presi
Gina M. Cruise ~ Background Report ~	Evp Hr
Lee Antone ~ Background Report ~	Executive Vice Presi
Craig Foster ~ Background Report ~	Chief Financial Officer Executive Vice Presi
Kelly S. O Donnell ~ Background Report ~	Cao Cro Executive Vice Presi
Kelly O. Donneli ~ Background Report ~	Executive Vice Presi
Michael J. Campbell ~ Background Report ~	Evp Tech

Showing 8 records out of 34

Financial Engines, Inc. has another company listed as an officer. It is not uncommon for one company to hold a position in another company.

Name	Status	Incorporated	Key People	Role
The Edelman Financial Engines Center, LLC	Active	2012		Manager

Other Companies for Financial Engines, Inc.

Financial Engines, Inc. is listed as an officer in two other companies.

Name	Status	Incorporated	Key People	Role
Financial Engines Advisors L.L.C.	Inactive	1998	12	Member
The Mutual Fund Store, LLC	Inactive	2013	1	Member

Florida Department of State

Filing Type:	Foreign for Profit Corporation
Status:	Inactive
State:	Florida
State ID:	F05000006122
Date Filed:	Friday, October 21, 2005

Florida Department of State

Filing Type:	Foreign for Profit Corporation
Status:	Inactive
State:	Florida
State ID:	F10000001194
Date Filed:	Monday, March 8, 2010

California Secretary of State

Filing Type:	Articles of Incorporation
Status:	Inactive
State:	California
State ID:	01968649
Date Filed:	Monday, May 13, 1996

California Secretary of State

Filing Type:	Statement & Designation By Foreign Corporation
Status:	Inactive
State:	California
Foreign State:	Delaware
State ID:	03265907
Date Filed:	Friday, December 18, 2009

Nevada Secretary of State

Filing Type:	Foreign Limited-Liability Company
Status:	Active
State:	Nevada
Foreign State:	Delaware
State ID:	E0527942016-0
Date Filed:	Wednesday, December 7, 2016

Texas Secretary of State

Filing Type:	Foreign Limited Liability Company (LLC)
Status:	Active In existence
State:	Texas
State ID:	802592551
Date Filed:	Tuesday, November 29, 2016

Corporate Notes

Date	Type	Note
11/29/2016	Application for Registration
12/7/2016	Foreign Qualification	Initial Stock Value: Par Value Shares: 510,000,000 Value: $ 0.0001 No Par Value Shares: 0 ----------------------------------------------------------------- Total Authorized Capital: $ 51,000.00
12/29/2016	Initial List
10/4/2017	Annual List
12/31/2017	Public Information Report (PIR)
12/31/2017	Public Information Report (PIR)
8/7/2018	Amendment to Registration - Conversion or Merger
9/10/2018	Amended List
9/10/2018	Application for Foreign Registration
9/10/2018	Convert In
9/10/2018	Miscellaneous	REGULATORY APPROVAL
10/11/2018	Annual List
11/14/2018	Application for Amended Registration
11/27/2018	Amendment
11/27/2018	Miscellaneous
12/31/2018	Public Information Report (PIR)
12/31/2018	Public Information Report (PIR)
12/31/2019	Public Information Report (PIR)
12/31/2019	Public Information Report (PIR)
12/31/2021	Public Information Report (PIR)
12/31/2022	Public Information Report (PIR)

Trademarks for Financial Engines, Inc.

	Retirement Help for Life Serial Number: 77560492 Drawing Code: 4000
	Serial Number: 77573313 Drawing Code: 2000
	We Make It Personal Serial Number: 76555225 Drawing Code: 1000
	Financial Engines Investment Advisor Serial Number: 75571818 Drawing Code: 1000
	Investor Central Serial Number: 76185648 Drawing Code: 1000
	Serial Number: 75841237 Drawing Code: 2S13
	Serial Number: 75841236 Drawing Code: 2S23
	The Power to Shape the Future Serial Number: 76259404 Drawing Code: 1000
	Financial Engines Serial Number: 75110862 Drawing Code:
	Financial Engines Investment Advisor Serial Number: 75571820 Drawing Code: 1000