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Kurt Arthur Skinner

Edelman Financial Engines

Cincinnati,, OH

CRD 2504187

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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
OH RA APPROVED 2019-01-03
  • OH RA
    APPROVED
    Since 2019-01-03

Branch Locations

Cincinnati,, OH • 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
Charles Schwab & Co., Inc. Cincinnati OH 01/1998 11/2018
Charles Schwab Bank Cincinnati OH 02/2005 11/2018
Financial Engines Advisors L.L.C. Cincinnati OH 11/2018 Present
  • 01/1998 → 11/2018
    Charles Schwab & Co., Inc.
    Cincinnati, OH
  • 02/2005 → 11/2018
    Charles Schwab Bank
    Cincinnati, OH
  • 11/2018 → Present
    Financial Engines Advisors L.L.C.
    Cincinnati, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-04-12
S63 Uniform Securities Agent State Law Examination 1994-09-02
  • S66 Uniform Combined State Law Examination
    2004-04-12
  • S63 Uniform Securities Agent State Law Examination
    1994-09-02

View on SEC IAPD

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