Kay Lee Russell

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 02/2021
  Td Ameritrade
  Austin, TX
• 03/2021 → Present
  Financial Engines Advisors L.L.C.
  Santa Clara, CA

Previous Registrations

• 2014-12-03 → 2021-02-24
  Td Ameritrade, Inc.
  Austin, TX
  Round Rock, TX
  Austin, TX
• 2014-12-03 → 2021-02-24
  Td Ameritrade Investment Management, Llc
  Austin, TX
  Round Rock, TX
  Austin, TX
• 2011-10-10 → 2014-12-05
  Charles Schwab & Co., Inc.
  Austin, TX

Other Businesses

1) N/A; INVESTMENT RELATED: No; ADDRESS:604 Brave Face Street, Leander, TX 78641; NATURE: Residential Rental Property; POSITION: Landlord; START DATE: 10/17/2023; NUMBER OF HOURS/MONTH: 1Hrs; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0Hrs.; DUTIES: Hire realtors, contractors, sign contracts.

Exams

• S66 Uniform Combined State Law Examination
  2011-10-07

Other Names

• Kay L Russell
• Kay Hee Lee