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Brett Russell Smith

Edelman Financial Engines

Omaha, NE

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-05-30
MN RA APPROVED 2025-05-29
TX RA APPROVED 2025-05-29
  • NE RA
    APPROVED
    Since 2025-05-30
  • MN RA
    APPROVED
    Since 2025-05-29
  • TX RA
    APPROVED
    Since 2025-05-29

Branch Locations

18881 West Dodge Road Suite 240W, Omaha, NE 68022 • 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
Edelman Financial Engines Santa Clara CA 05/2025 10/2025
Deloitte Tax Llp Minneapolis MN 01/1991 05/2021
Unemployed Lakeville MN 06/2021 05/2025
Edelman Financial Engines Santa Clara CA 10/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-30
  • S65 Uniform Investment Adviser Law Examination
    2025-04-30

View on SEC IAPD

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