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Doug Custer

Angel InvestorsSeed Round
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At a glance

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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