Thomas Kent Brumfield

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2021 → 10/2022
  Fisher Investments
  Tampa, FL
• 12/2020 → 04/2021
  Syncfusion
  Raleigh, NC
• 01/2020 → 12/2020
  Progress
  Raleigh, NC
• 03/2017 → 04/2020
  Olive Garden
  Raleigh, NC
• 12/2018 → 08/2019
  Lynchburg Mazda
  Lynchburg, VA
• 03/2015 → 03/2017
  Cracker Barrel
  Orange Park, FL
• 10/2015 → 12/2016
  Publix
  Middleburg, FL
• 03/2017 → 08/2017
  O Charleys
  Lynchburg, VA
• 01/2023 → 04/2024
  Morgan Stanley
  Temple Terrace, FL
• 12/2022 → 01/2023
  Espositos
  Tampa, FL
• 01/2023 → 01/2023
  Angi Leads
  Lutz, FL
• 11/2022 → 12/2022
  Unemployed
  Lutz, FL
• 06/2024 → 01/2026
  Transamerica Investors Securities Corporation
  Lutz, FL
• 06/2024 → 01/2026
  Transamerica Life Insurance Company
  Lutz, FL
• 01/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2024-08-01 → 2026-01-20
  Transamerica Retirement Advisors, Llc
  Land O Lakes, FL
• 2023-02-07 → 2024-05-07
  Morgan Stanley
  Tampa, FL
• 2021-08-23 → 2022-11-04
  Fisher Investments
  Tampa, FL
  Plano, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-03-01
• S65 Uniform Investment Adviser Law Examination
  2021-08-16

Other Names

• Thomas Kent Brumfield
• Thomas K Brumfield