Best Investors Account Sign in
Inactive

Kyle Joseph Evans

Edelman Financial Engines

Phoenix, AZ

Claim This Profile
Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-05-30
TX RA APPROVED 2025-05-30
  • AZ RA
    APPROVED
    Since 2025-05-30
  • TX RA
    APPROVED
    Since 2025-05-30

Branch Locations

4742 N. 24Th St Suite 400, Phoenix, AZ 85016 • 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
Scottrade Thousand Oaks CA 11/2011 03/2018
Financial Engines Advisors L.L.C. Phoenix AZ 06/2018 06/2021
Financial Engines Advisors L.L.C. Santa Clara CA 06/2021 03/2022
Financial Engines Advisors L.L.C. Santa Clara CA 03/2022 11/2023
Financial Engines Advisors L.L.C. Santa Clara CA 11/2023 03/2025
Edelman Financial Engines Santa Clara CA 03/2025 03/2026
Edelman Financial Engines Santa Clara CA 03/2026 Present
  • 11/2011 → 03/2018
    Scottrade
    Thousand Oaks, CA
  • 06/2018 → 06/2021
    Financial Engines Advisors L.L.C.
    Phoenix, AZ
  • 06/2021 → 03/2022
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 03/2022 → 11/2023
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 11/2023 → 03/2025
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 03/2025 → 03/2026
    Edelman Financial Engines
    Santa Clara, CA
  • 03/2026 → Present
    Edelman Financial Engines
    Santa Clara, CA
Previous Registrations
  • 2018-06-08 → 2025-05-24
    Edelman Financial Engines
    Phoenix, AZ
  • 2017-04-18 → 2018-03-07
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-18
S63 Uniform Securities Agent State Law Examination 2012-03-08
  • S66 Uniform Combined State Law Examination
    2017-04-18
  • S63 Uniform Securities Agent State Law Examination
    2012-03-08

View on SEC IAPD

Other Firms

EW ADVISER, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.
KESTRA ADVISORY SERVICES, LLC
SMEAD CAPITAL MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED

Other Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton
HEATH EDWARD WHETSEL
Rizwan B Shah
JOSEPH JOHN MCNAUGHTON
Alyssa Shelton
Frank Iustin Mancuso

Other Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · Phoenix, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ

More in Phoenix, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor