Rusty Ullery

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

• 09/2021 → 11/2024
  Pruco Securities Llc
  Overland Park, KS
• 09/2019 → Present
  Lebo Garage Towing
  Lebo, KS
• 05/2019 → Present
  Great American Crop Insurance Company
  Cincinnati, OH
• 04/2014 → Present
  Self Employed Family Farm
  Scranton, KS
• 05/2022 → 01/2026
  The Prudential Insurance Company Of America
  Overland Park, KS
• 11/2024 → 01/2026
  Lpl Enterprise, Llc
  Topeka, KS
• 01/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2024-11-14 → 2026-02-13
  Lpl Enterprise, Llc
  Topeka, KS
  St Louis, MO
• 2022-11-17 → 2024-11-14
  Pruco Securities, Llc.
  St. Louis, MO
  Overland Park, KS
  Topeka, KS
  Scranton, KS

Other Businesses

1) Ullery Farms; INVESTMENT RELATED: No; ADDRESS: Scranton, KS 66537; NATURE: Agriculture; POSITION: Partner; START DATE: April 1985; NUMBER OF HOURS/MONTH: 20 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Assist in farm activities with my father. 2) Great American Insurance Group; INVESTMENT RELATED: No; ADDRESS: 4910 Corporate Center Dr #200 Lawrence, KS 66047; NATURE: Agriculture; POSITION: Crop insurance adjuster; START DATE: March 2020; NUMBER OF HOURS/MONTH: 02 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Adjust crops 3) Jim's Garage; INVESTMENT RELATED: No; ADDRESS: 17897 S. Fairlawn Rd; NATURE: Auto sales; POSITION: Partner; START DATE: March 1995; NUMBER OF HOURS/MONTH: 02 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Market automobiles. 4) Lebo Garage Towing; INVESTMENT RELATED: No; ADDRESS: 2738 Lynx Place Lebo, KS 66856; NATURE: Towing and Roadside Assistance; POSITION: Employee; START DATE: March 2018; NUMBER OF HOURS/MONTH: 02 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Run tow calls as needed.

Exams

• S66 Uniform Combined State Law Examination
  2022-05-06

Other Names

• Rusty Ullery