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Brian E Kadan

Edelman Financial Engines

Santa Clara, 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 2026-05-13
  • CA RA
    APPROVED
    Since 2026-05-13

Branch Locations

3945 Freedom Cir Suite 450, Santa Clara, CA 95054 • 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
Bay Club Redwood Shores Redwood City CA 04/2001 09/2020
Edelman Financial Engines Santa Clara CA 07/2024 Present
Boston Scientific Menlo Park CA 11/2017 02/2021
West Marine San Carlos CA 04/2024 08/2025
Unemployed San Carlos CA 03/2021 04/2024
  • 04/2001 → 09/2020
    Bay Club Redwood Shores
    Redwood City, CA
  • 07/2024 → Present
    Edelman Financial Engines
    Santa Clara, CA
  • 11/2017 → 02/2021
    Boston Scientific
    Menlo Park, CA
  • 04/2024 → 08/2025
    West Marine
    San Carlos, CA
  • 03/2021 → 04/2024
    Unemployed
    San Carlos, CA
Previous Registrations
  • 2015-06-01 → 2015-09-15
    Signator Investors, Inc.
    Lafayette, CA
    Redwood City, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-05
S63 Uniform Securities Agent State Law Examination 2014-05-19
  • S65 Uniform Investment Adviser Law Examination
    2026-02-05
  • S63 Uniform Securities Agent State Law Examination
    2014-05-19

View on SEC IAPD

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Other Offices

EDELMAN FINANCIAL ENGINES · SANTA CLARA, CA
TAIWANIA CAPITAL MANAGEMENT USA, INC. · SANTA CLARA, CA
AMERIPRISE FINANCIAL SERVICES, LLC · SANTA CLARA, CA
EDELMAN FINANCIAL ENGINES · SANTA CLARA, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Santa Clara, CA
EDELMAN FINANCIAL ENGINES · SANTA CLARA, CA
CETERA INVESTMENT ADVISERS LLC · SANTA CLARA, CA
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