Bryan Barrett Kiernan

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2019-03-22