Best Investors Account Sign in
Inactive

Eric Kalmikoff

Edelman Financial Engines

Dallas, TX

Fairfax, VA

Frisco, TX

Claim This Profile
Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-05-15
TX RA APPROVED 2025-05-14
  • VA RA
    APPROVED
    Since 2025-05-15
  • TX RA
    APPROVED
    Since 2025-05-14

Branch Locations

13727 Noel Rdtower 2 Suite 1075, Dallas, TX 75240 • United States

4000 Legato Road 8Th Floor, Fairfax, VA 22033 • United States

Frisco, TX • 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
Td Bank Forked River NJ 10/2012 04/2018
Unemployed Tuckerton NJ 04/2018 08/2018
Fisher Investments Plano TX 08/2018 05/2024
Empower Financial Services, Inc Greenwood Village CO 08/2024 10/2024
Confidence Wealth Management Henderson NV 11/2024 01/2025
Edelman Financial Engines Santa Clara CA 05/2025 Present
Unemployed Dallas TX 01/2025 05/2025
  • 10/2012 → 04/2018
    Td Bank
    Forked River, NJ
  • 04/2018 → 08/2018
    Unemployed
    Tuckerton, NJ
  • 08/2018 → 05/2024
    Fisher Investments
    Plano, TX
  • 08/2024 → 10/2024
    Empower Financial Services, Inc
    Greenwood Village, CO
  • 11/2024 → 01/2025
    Confidence Wealth Management
    Henderson, NV
  • 05/2025 → Present
    Edelman Financial Engines
    Santa Clara, CA
  • 01/2025 → 05/2025
    Unemployed
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-31
  • S65 Uniform Investment Adviser Law Examination
    2018-05-31
Other Names
  • Eric C Kalmikoff

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor