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Kaeleb Lawrence Smead

Edelman Financial Engines

Kansas City, MO

CRD 8236946

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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 2026-04-27
  • MO RA
    APPROVED
    Since 2026-04-27

Branch Locations

9203 Ne Highway 152, Kansas City, MO 64157 • 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 04/2024 Present
State Street Corporation Kansas City MO 09/2014 09/2019
Pnc Bank Overland Park KS 09/2019 04/2024
  • 04/2024 → Present
    Edelman Financial Engines
    Santa Clara, CA
  • 09/2014 → 09/2019
    State Street Corporation
    Kansas City, MO
  • 09/2019 → 04/2024
    Pnc Bank
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-27
  • S65 Uniform Investment Adviser Law Examination
    2026-04-27

View on SEC IAPD

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