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Ailish Kovarik

Edelman Financial Engines

Chandler, AZ

CRD 7246832

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Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-08-20
AZ RA APPROVED 2020-08-17
  • TX RA
    APPROVED
    Since 2020-08-20
  • AZ RA
    APPROVED
    Since 2020-08-17

Branch Locations

Chandler, AZ • 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
Financial Engines Advisors L.L.C Santa Clara CA 06/2017 10/2021
Jw Marriott Phoenix AZ 06/2015 06/2017
Financial Engines Advisors L.L.C. Santa Clara CA 10/2021 10/2024
Edelman Financial Engines Santa Clara CA 10/2024 Present
  • 06/2017 → 10/2021
    Financial Engines Advisors L.L.C
    Santa Clara, CA
  • 06/2015 → 06/2017
    Jw Marriott
    Phoenix, AZ
  • 10/2021 → 10/2024
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 10/2024 → Present
    Edelman Financial Engines
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-09
  • S65 Uniform Investment Adviser Law Examination
    2020-06-09

View on SEC IAPD

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