Kevin Monahan Kuptz

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

• 09/2013 → 05/2019
  Front Range Catering Company
  Boulder, CO
• 08/2016 → 05/2019
  Legendre Enterprises, Llc
  Boulder, CO
• 06/2019 → 08/2020
  Personal Capital
  Denver, CO
• 08/2020 → 07/2025
  Personal Capital
  Denver, CO
• 04/2023 → 07/2025
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 07/2025 → 07/2026
  Vertigo Real Estate Ventures Llc
  Denver, CO
• 07/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2023-04-03 → 2025-04-23
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Greenwood Village, CO
  Denver, CO
  Denver, CO
• 2020-07-22 → 2023-04-03
  Personal Capital Advisors Corporation
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-21

Designations

• Certified Financial Planner

Other Names

• Kevin Kuptz