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Michael Emory Choate

Edelman Financial Engines

Overland Park, KS

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2018-06-05
TX RA APPROVED 2018-06-05
  • KS RA
    APPROVED
    Since 2018-06-05
  • TX RA
    APPROVED
    Since 2018-06-05

Branch Locations

10950 Grandview Drive Suite 500, Overland Park, KS 66210 • 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
Smart 401K, Llc Overland Park KS 07/2015 08/2018
Financial Engines Advisors L.L.C. Overland Park KS 08/2018 Present
  • 07/2015 → 08/2018
    Smart 401K, Llc
    Overland Park, KS
  • 08/2018 → Present
    Financial Engines Advisors L.L.C.
    Overland Park, KS
Previous Registrations
  • 2015-08-11 → 2018-08-22
    Smart401K, Llc
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-11
  • S65 Uniform Investment Adviser Law Examination
    2015-08-11

View on SEC IAPD

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