Brian William Jensen

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

Authority	Category	Status	Date
TX	RA	APPROVED	2016-11-16
IL	RA	APPROVED	2016-09-15

TX RA
APPROVED

Since 2016-11-16
IL RA
APPROVED

Since 2016-09-15

Branch Locations

Hawthorn Woods, IL • 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

Organization	City	State	From	To
Tmfs Advisors, Llc	Overland Park	KS	06/2015	11/2016
Financial Engines Advisors L.L.C.	Northbrook	IL	11/2016	Present

06/2015 → 11/2016

Tmfs Advisors, Llc

Overland Park, KS
11/2016 → Present

Financial Engines Advisors L.L.C.

Northbrook, IL

Previous Registrations

2015-06-02 → 2016-12-01

Financial Engines Advisor Center, Llc

Northbrook, IL

Overland Park, KS
2004-03-04 → 2015-06-04

The Mutual Fund Store

Northbrook, IL

Other Businesses

1) Cultive; INVESTMENT RELATED: No; ADDRESS: Cultive, Humboldt County, CA 95501; NATURE: Legal Marijuana farm and distribution; POSITION: Investor; START DATE: 10/01/2022; NUMBER OF HOURS/MONTH: 0 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Passive Investor. No Duties.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-10-08
S63	Uniform Securities Agent State Law Examination	1991-06-28

S66 Uniform Combined State Law Examination

2003-10-08
S63 Uniform Securities Agent State Law Examination

1991-06-28

View on SEC IAPD