Best Investors
Account
Sign in
Edelman Financial Engines CRD 104510
$326B regulatory AUM 322,130 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-11-30 |
Branch Locations
201 West Big Beaver Road Suite 950, Troy, MI 48084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tmfs Advisors, Llc | Overland Park | KS | 07/2015 | 11/2016 |
| Financial Engines Advisors L.L.C. | Clinton Township | MI | 11/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-02 |
Reach out to this advisor