Best Investors Account Sign in
Inactive

Brittany L Candler

Edelman Financial Engines

Chesterfield, MO

CRD 7073774

Claim This Profile
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
MO RA APPROVED 2022-04-27
  • MO RA
    APPROVED
    Since 2022-04-27

Branch Locations

16052 Swingley Ridge Road Suite 350, Chesterfield, MO 63017 • 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
Td Ameritrade St. Louis MO 12/2019 01/2021
Wells Fargo Advisors/ Talent Bridge St. Louis MO 02/2019 11/2019
Great Circle Columbia MO 02/2016 11/2018
Wells Fargo Clearing Services Llc St. Louis MO 06/2021 10/2021
Unemployed St. Louis MO 02/2021 06/2021
Financial Engines Advisors L.L.C. Santa Clara FL 04/2022 Present
Unemployed St. Louis MO 11/2021 03/2022
  • 12/2019 → 01/2021
    Td Ameritrade
    St. Louis, MO
  • 02/2019 → 11/2019
    Wells Fargo Advisors/ Talent Bridge
    St. Louis, MO
  • 02/2016 → 11/2018
    Great Circle
    Columbia, MO
  • 06/2021 → 10/2021
    St. Louis, MO
  • 02/2021 → 06/2021
    Unemployed
    St. Louis, MO
  • 04/2022 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, FL
  • 11/2021 → 03/2022
    Unemployed
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-06
S63 Uniform Securities Agent State Law Examination 2020-06-02
  • S66 Uniform Combined State Law Examination
    2021-08-06
  • S63 Uniform Securities Agent State Law Examination
    2020-06-02
Other Names
  • Brittany Candler
  • Brittany Candler
  • Brittany Lynn Candler

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Chesterfield, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor