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Brian Paul Leslie

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

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
Tmfs Advisors, Llc Overland Park KS 08/2015 11/2016
Financial Engines Advisors L.L.C. Omaha NE 11/2016 Present
  • 08/2015 → 11/2016
    Tmfs Advisors, Llc
    Overland Park, KS
  • 11/2016 → Present
    Financial Engines Advisors L.L.C.
    Omaha, NE
Previous Registrations
  • 2015-08-20 → 2016-11-30
    Financial Engines Advisor Center, Llc
    Omaha, NE
    Overland Park, KS
  • 2007-02-07 → 2015-09-08
    The Mutual Fund Store
    Omaha, NE
    Overland Park, KS
  • 2005-11-17 → 2007-02-27
    The Mutual Fund Store - Omaha
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-10-17
  • S65 Uniform Investment Adviser Law Examination
    2005-10-17
Designations

View on SEC IAPD

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HILEY HUNT WEALTH MANAGEMENT, INC.
INTEGRITY ALLIANCE, LLC.

Other Investors

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MARK ALLEN LUDWIG
Nathaniel Phillip Beam
ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

More in Omaha, NE

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