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Bert L Boutte

Edelman Financial Engines

Sugar Land, TX

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-11-30
  • TX RA
    APPROVED
    Since 2016-11-30

Branch Locations

1600 Hwy 6 Suite 450, Sugar Land, TX 77478 • 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
The Mutual Fund Store-Houston, Llc Overland Park KS 01/2015 09/2016
Financial Engines Advisor Center, Llc Sugar Land TX 09/2016 11/2016
Financial Engines Advisors L.L.C. Sugar Land TX 11/2016 Present
  • 01/2015 → 09/2016
    The Mutual Fund Store-Houston, Llc
    Overland Park, KS
  • 09/2016 → 11/2016
    Financial Engines Advisor Center, Llc
    Sugar Land, TX
  • 11/2016 → Present
    Financial Engines Advisors L.L.C.
    Sugar Land, TX
Previous Registrations
  • 2016-09-06 → 2016-11-30
    Financial Engines Advisor Center, Llc
    Sugar Land, TX
    Overland Park, KS
  • 2015-01-20 → 2016-09-23
    The Mutual Fund Store
    Sugarland, TX
    Overland Park, KS
  • 2007-06-15 → 2015-01-21
    Td Ameritrade, Inc.
    Houston, TX
    Houston, TX
  • 2007-06-15 → 2015-01-21
    Td Ameritrade Investment Management, Llc
    Houston, TX
    Houston, TX
  • 2005-12-09 → 2007-06-12
    Ameriprise Financial Services, Llc
    Sugar Land, TX
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-18
  • S66 Uniform Combined State Law Examination
    2005-10-18
Other Names
  • Bert Louis Boutte

View on SEC IAPD

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Other Investors

BRANDON BAS CURTIS
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Keith Wayne Patterson
Muna Malik
WESLEY OWEN BALES
JAMES BRYANT HAWRYLUK
DAVID BRYAN TEEL
Mark Anthony Leifrig

Other Offices

LPL FINANCIAL LLC · SUGAR LAND, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Sugar Land, TX
LPL FINANCIAL LLC · SUGAR LAND, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SUGAR LAND, TX
WESLEY OWEN BALES INVESTMENT ADVISORY SERVICE · SUGAR LAND, TX
B.D. STERLING · SUGAR LAND, TX
LPL FINANCIAL LLC · SUGAR LAND, TX
SWEETWATER FINANCIAL ADVISORS, LLC · SUGAR LAND, TX

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