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Bryan Barrett Kiernan

Edelman Financial Engines

Costa Mesa, CA

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Current Employers
Edelman Financial Engines

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-09-09
TX RA APPROVED 2020-03-23
  • CA RA
    APPROVED
    Since 2022-09-09
  • TX RA
    APPROVED
    Since 2020-03-23

Branch Locations

600 Anton Blvd Suite 1750, Costa Mesa, CA 92626 • 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
Financial Engines Advisors L.L.C. Sunnyvale CA 02/2019 09/2021
American Funds San Antonio TX 09/2013 01/2019
Unemployed Phoenix AZ 01/2019 02/2019
Financial Engines Advisors L.L.C. Santa Clara CA 09/2021 09/2022
Financial Engines Advisors L.L.C. Santa Clara CA 09/2022 Present
  • 02/2019 → 09/2021
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 09/2013 → 01/2019
    American Funds
    San Antonio, TX
  • 01/2019 → 02/2019
    Unemployed
    Phoenix, AZ
  • 09/2021 → 09/2022
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
  • 09/2022 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-22
  • S65 Uniform Investment Adviser Law Examination
    2019-03-22

View on SEC IAPD

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Other Investors

IGNACIO ALEXANDRO JIMENEZ
GERALD LAWRENCE LARR
NICOLE ROXANNE JOKO
ROBERT CHARLES SHIER
BRENDAN M MCGILLICK
PETER CHARLES HOLLIDAY
LANCE JOSEPH BLOUNT
RANA MAIDA

Other Offices

CERITY PARTNERS LLC · COSTA MESA, CA
FIFTH THIRD SECURITIES, INC. · COSTA MESA, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Costa Mesa, CA
CHECK CAPITAL MANAGEMENT INC · COSTA MESA, CA
CHECK CAPITAL MANAGEMENT INC · COSTA MESA, CA
OSAIC WEALTH, INC. · COSTA MESA, CA
CETERA INVESTMENT ADVISERS LLC · COSTA MESA, CA
SOVRAN ADVISORS, LLC · Costa Mesa, CA

More in Costa Mesa, CA

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