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Kellie Kay Scholes

Edelman Financial Engines

Las Vegas, NV

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-10-04
NV RA APPROVED 2022-07-22
  • TX RA
    APPROVED_RES
    Since 2023-10-04
  • NV RA
    APPROVED
    Since 2022-07-22

Branch Locations

1700 S. Pavilion Center Drive Suite 350, Las Vegas, NV 89135 • 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 05/2015 11/2016
Financial Engines Advisors L.L.C. St. George UT 12/2016 08/2021
Financial Engines Advisors L.L.C Santa Clara CA 08/2021 11/2021
Financial Engines Advisors L.L.C. Santa Clara CA 11/2021 07/2022
Financial Engines Advisors L.L.C. Santa Clara CA 07/2022 Present
  • 05/2015 → 11/2016
    Tmfs Advisors, Llc
    Overland Park, KS
  • 12/2016 → 08/2021
    Financial Engines Advisors L.L.C.
    St. George, UT
  • 08/2021 → 11/2021
    Financial Engines Advisors L.L.C
    Santa Clara, CA
  • 11/2021 → 07/2022
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 07/2022 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Other Businesses

(1) A Steady Return; INVESTMENT RELATED: No; ADDRESS: Las Vegas, Nevada; NATURE: Digital Marketing. Coaching helping women recover from life disturbances such as divorce and loss. I do not give financial advice.; POSITION: Owner/CEO; START DATE: 12/15/2025; NUMBER OF HOURS/MONTH: 10 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: I share guidance posts on digital media under the platform A Steady Return to help women overcome life disturbances including loss and divorce. I also have a workbook that will be released later this year. This is not a financial platform.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-25
  • S65 Uniform Investment Adviser Law Examination
    2017-01-25
Other Names
  • Kellie Kay Carty
  • Kellie Kay Shotwell
  • Kellie Kay Jacobsen
  • Kellie Kay Cozzens

View on SEC IAPD

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