Kelly Elizabeth Van Deusen

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

• 07/2004 → 11/2016
  Tmfs Advisors, Llc
  Overland Park, KS
• 11/2016 → Present
  Financial Engines Advisors L.L.C.
  Lees Summit, MO

Previous Registrations

• 2002-05-31 → 2016-11-30
  Financial Engines Advisor Center, Llc
  Lees Summit, MO
  Overland Park, KS

Other Businesses

(1) Lake Winnibago Saddle Club; INVESTMENT RELATED: No; ADDRESS: 431 N Winnibago Dr, Lake Winnibago, MO 64034; NATURE: Equine activities private club; POSITION: Vice-President and BOD member; START DATE: 01/01/2021; NUMBER OF HOURS/MONTH: 01 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Manage several barn activities, hold meetings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-09-12
• S63 Uniform Securities Agent State Law Examination
  1999-06-03

Other Names

• Kelly Ludwig
• Kelly Burger
• Kelly Van Deusen