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Inactive

Kyle Nolan

Edelman Financial Engines

Oakbrook Terrace, IL

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-03-04
IL RA APPROVED 2018-11-01
  • TX RA
    APPROVED
    Since 2020-03-04
  • IL RA
    APPROVED
    Since 2018-11-01

Branch Locations

1 Tower Lane Suite 1950, Oakbrook Terrace, IL 60181 • 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
Edelman Financial Services Llc Fairfax VA 08/2015 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 Present
  • 08/2015 → 11/2018
    Edelman Financial Services Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → Present
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
Previous Registrations
  • 2015-08-11 → 2018-11-01
    Edelman Financial Services, Llc
    Oak Brook, IL
    Fairfax, VA
  • 2009-05-06 → 2015-08-24
    Strategic Advisers Llc
    Schaumburg, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-17
  • S66 Uniform Combined State Law Examination
    2008-01-17
Designations
Other Names
  • Kyle J Nolan
  • Kyle James Nolan

View on SEC IAPD

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Other Investors

STEVEN ALLEN SMITH
BARRY JASON DUPUY
MANILA SUDHIR KALA
MICHAEL J DASTICE
VANESSA L PFAFF
KEVIN JAMES DAUGHERTY
KOMALPREET KAUR
Austin Michael Miller

Other Offices

UBS FINANCIAL SERVICES INC. · OAKBROOK TERRACE, IL
NORTHERN TRUST SECURITIES, INC. · OAKBROOK TERRACE, IL
UBS FINANCIAL SERVICES INC. · OAKBROOK TERRACE, IL
EDELMAN FINANCIAL ENGINES · Villa Park, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Oakbrook Terrace, IL
B. RILEY WEALTH ADVISORS, INC. · OAKBROOK TERRACE, IL
UBS FINANCIAL SERVICES INC. · OAKBROOK TERRAC, IL
LPL FINANCIAL LLC · OAKBROOK TERRACE, IL

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