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11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-06-21 |
| MO | RA | APPROVED | 2023-06-20 |
Branch Locations
14755 N. Outer 40 Road, Chesterfield, MO 63017 • United States
11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tmfs Advisors, Llc | Overland Park | KS | 07/2015 | 11/2016 |
| Financial Engines Advisors L.L.C. | St. Louis | MO | 11/2016 | 10/2021 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 10/2021 | 06/2023 |
| Cetera Planning Partners | Leawood | KS | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-02 |
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