Doug Custer
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- Full Name
- Douglas Bradley Custer
- Title
- Investment adviser representative
- Firm
- Edelman Financial Engines
- Firm Type
- SEC-registered investment adviser / wealth management firm
- Geographic Focus
- Lynnwood, Washington branch
- Location
- Lynnwood, WA
Background
Public FINRA BrokerCheck and SEC IAPD search records identify Douglas Bradley Custer, also known as Doug Custer and Brad Custer, as an investment-adviser-only representative associated with Edelman Financial Engines in Lynnwood, Washington. The SEC IAPD search record lists his advisory-industry start date as February 8, 1994.
Edelman Financial Engines is a national financial-planning and investment-management firm. Its public site describes its planners as fiduciary partners who provide one-on-one financial-planning support, coordinating investments, taxes, insurance, retirement, and estate planning. The firm states that advisory services are provided by Financial Engines Advisors L.L.C., a federally registered investment adviser.
I found no public sources verifying the stub’s claim that Custer is an angel investor, invests at seed stage, has a startup portfolio, publishes an angel-investing thesis, or uses the email address `[hidden]` as a current public contact. The domain `abfsnw.com` currently redirects to Edelman Financial Engines.
Investment Thesis & Focus
- No public, supportable angel-investing thesis was found.
- No public startup check size, preferred stage, target-company profile, or sector focus was found.
- His verified public profile is as an investment adviser representative at Edelman Financial Engines, not as a venture or angel investor.
- Edelman’s stated planning approach is client-centered wealth planning: planners coordinate investments, taxes, insurance, retirement, and estate planning into a personalized financial plan.
Notable Investments
- No verifiable startup or angel investments were found in the public sources reviewed.
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