Michael Liersch

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

• 08/2011 → 10/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 10/2017 → 07/2020
  Jpmorgan Chase Bank Na
  New York, NY
• 02/2018 → 07/2020
  Jpmorgan Securities Llc
  New York, NY
• 07/2020 → 09/2020
  Wells Fargo Clearing Services
  New York, NY
• 09/2020 → 08/2025
  Wells Fargo Clearing Services
  New York, NY
• 08/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2023-02-14 → 2025-09-03
  Wells Fargo Advisors Financial Network, Llc
  St. Louis, MO
  New York, NY
  Riverside, CT
• 2020-11-05 → 2025-09-02
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  New York, NY
  New York, NY
  Riverside, CT
• 2018-03-20 → 2020-07-08
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY
  New York, NY
  New York, NY
• 2013-03-05 → 2017-10-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2013-03-04

Other Names

• Michael James Liersch
• Michael J Liersch
• Michael Liersch