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Everett Kenneth Barnes

Edelman Financial Engines

Indianapolis, IN

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2016-10-06
TX RA APPROVED 2016-10-06
  • IN RA
    APPROVED
    Since 2016-10-06
  • TX RA
    APPROVED
    Since 2016-10-06

Branch Locations

8555 N. River Road Suite 350, Indianapolis, IN 46240 • 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 07/2015 11/2016
Financial Engines Advisors L.L.C. Indianapolis IN 11/2016 Present
  • 07/2015 → 11/2016
    Tmfs Advisors, Llc
    Overland Park, KS
  • 11/2016 → Present
    Financial Engines Advisors L.L.C.
    Indianapolis, IN
Previous Registrations
  • 2015-07-21 → 2016-12-01
    Financial Engines Advisor Center, Llc
    Indianapolis, IN
    Overland Park, KS
  • 2008-02-12 → 2015-09-03
    The Mutual Fund Store
    Indianapolis, IN
    Overland Park, KS
  • 2006-02-09 → 2007-04-18
    Chase Investment Services Corp.
    Carmel, IN
    Indianapolis, IN
    Brownsburg, IN
  • 2005-07-06 → 2006-01-05
    Chase Investment Services Corp.
    Brownsburg, IN
  • 2005-06-17 → 2005-07-06
    Banc One Securities Corporation
    Brownsburg, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-05-09
S63 Uniform Securities Agent State Law Examination 2000-07-20
  • S65 Uniform Investment Adviser Law Examination
    2005-05-09
  • S63 Uniform Securities Agent State Law Examination
    2000-07-20
Other Names
  • Ken Barnes
  • Everett K. Barnes

View on SEC IAPD

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Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

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