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Karen Sue Krusmark

Edelman Financial Engines

Phoenix, AZ

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2009-04-30
  • AZ RA
    APPROVED
    Since 2009-04-30

Branch Locations

4742 N 24Th St Suite 400, Phoenix, AZ 85016 • 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
Homeowners Financial Tempe AZ 09/2007 Present
Financial Engines Advisors Llc Phoenix AZ 02/2009 Present
  • 09/2007 → Present
    Homeowners Financial
    Tempe, AZ
  • 02/2009 → Present
    Financial Engines Advisors Llc
    Phoenix, AZ
Other Businesses

HOMEOWNERS FINANCIAL GROUP TEMPE, AZ MORTGAGE COMPANY TITLE AND LOAN OFFICER/MORTGAGE CONSULTANT ORIGINATES HOME MORTGAGE LOANS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-04-08
  • S65 Uniform Investment Adviser Law Examination
    2009-04-08
Other Names
  • Karen Sue Eller
  • Karen Sue Eller

View on SEC IAPD

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