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Inactive

Kristie Kaye Gheysens

Edelman Financial Engines

Troy, MI

Novi, MI

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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 2019-09-12
MI RA APPROVED 2016-11-30
  • TX RA
    APPROVED_RES
    Since 2019-09-12
  • MI RA
    APPROVED
    Since 2016-11-30

Branch Locations

201 West Big Beaver Road, The Columbia Center Suite 950, Troy, MI 48084 • United States

39555 Orchard Hill Place Suite 365, Novi, MI 48375 • 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
Planning Alternatives Ltd Bloomfield Hills MI 07/2014 10/2016
Financial Engines Advisor Center, Llc Clinton Township MI 10/2016 11/2016
Financial Engines Advisors L.L.C. Clinton Township MI 11/2016 Present
  • 07/2014 → 10/2016
    Planning Alternatives Ltd
    Bloomfield Hills, MI
  • 10/2016 → 11/2016
    Financial Engines Advisor Center, Llc
    Clinton Township, MI
  • 11/2016 → Present
    Financial Engines Advisors L.L.C.
    Clinton Township, MI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-09
S63 Uniform Securities Agent State Law Examination 2002-12-19
  • S66 Uniform Combined State Law Examination
    2010-07-09
  • S63 Uniform Securities Agent State Law Examination
    2002-12-19
Other Names
  • Kristie Kaye Vincent

View on SEC IAPD

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DAVID JAMES SMOLAREK

Other Offices

COOK & ASSOCIATES · TROY, MI
LPL FINANCIAL LLC · TROY, MI
LPL FINANCIAL LLC · TROY, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Troy, MI
SPC · Troy, MI
CETERA INVESTMENT ADVISERS LLC · TROY, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Troy, MI
STRAIGHTLINE · TROY, MI

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