Kari Sue Neller

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

• 06/2012 → 05/2019
  Lpl Financial Llc
  Lutz, FL
• 09/2015 → 05/2021
  Independent Financial Partners
  Lutz, FL
• 08/2016 → 12/2016
  Keller Williams Realty
  Palm Harbor, FL
• 07/2014 → 01/2018
  Homeshow Sleep Systems
  Tampa, FL
• 05/2019 → 05/2021
  Ifp Securities, Llc
  Lutz, FL
• 02/2023 → 01/2026
  Pasco County Schools
  Land O Lakes, FL
• 04/2023 → 10/2023
  Independent Financial Partners
  Tampa, FL
• 01/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA
• 12/2016 → Present
  Premier Property Solutions
  Trinity, FL

Previous Registrations

• 2023-05-01 → 2023-10-13
  Independent Financial Partners
  Lutz, FL
• 2012-07-12 → 2021-06-01
  Independent Financial Partners
  Tampa, FL
  Lutz, FL
• 2007-01-23 → 2012-05-17
  Valic Financial Advisors, Inc.
  Boca Raton, FL

Other Businesses

Premiere Property Solutions; INVESTMENT RELATED: No; ADDRESS: 2150 Seven Springs Blvd, Trinity, FL 34655; NATURE: Real Estate; POSITION: Realtor; START DATE: 08/01/2016; NUMBER OF HOURS/MONTH: 10 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Assist buyers and sellers with real estate transactions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-27

Other Names

• Kari Sue Neller