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Austin Maximilan Konecke

Edelman Financial Engines

Charlotte, NC

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-02-08
SC RA APPROVED 2020-01-07
NC RA APPROVED 2016-11-30
  • TX RA
    APPROVED_RES
    Since 2021-02-08
  • SC RA
    APPROVED
    Since 2020-01-07
  • NC RA
    APPROVED
    Since 2016-11-30

Branch Locations

13860 Ballantyne Corporate Place Suite 160, Charlotte, NC 28277 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tmfs Advisors, Llc Overland Park KS 01/2015 11/2016
Financial Engines Advisors L.L.C. Charlotte NC 11/2016 Present
  • 01/2015 → 11/2016
    Tmfs Advisors, Llc
    Overland Park, KS
  • 11/2016 → Present
    Financial Engines Advisors L.L.C.
    Charlotte, NC
Previous Registrations
  • 2015-01-13 → 2016-11-30
    Financial Engines Advisor Center, Llc
    Charlotte, NC
    Overland Park, KS
  • 2010-08-30 → 2015-01-14
    The Mutual Fund Store - Charlotte
    Charlotte, NC
  • 2004-11-17 → 2007-11-06
    Banc Of America Investment Services, Inc.
    Miami, FL
    Charlotte, NC
    Charlotte, NC
    Boston, MA
    Boston, MA
  • 2003-03-05 → 2004-02-13
    Morgan Stanley Dw Inc.
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-28
S63 Uniform Securities Agent State Law Examination 1997-05-28
  • S65 Uniform Investment Adviser Law Examination
    2010-08-28
  • S63 Uniform Securities Agent State Law Examination
    1997-05-28

View on SEC IAPD

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