Kevin Joseph Colleran

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

• 09/2014 → 11/2018
  Edelman Financial Services Llc
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, MD
• 11/2018 → 02/2026
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 02/2026 → Present
  Edelman Financial Engines
  Santa Clara, CA

Previous Registrations

• 2014-09-15 → 2018-11-01
  Edelman Financial Services, Llc
  Bethesda, MD
  Fairfax, VA
• 2006-06-27 → 2014-09-26
  Strategic Advisers Llc
  Bethesda, MD
• 2003-01-30 → 2004-10-29
  Eagle Strategies Llc
  Bethesda, MD
• 1999-06-14 → 2002-07-23
  Ameriprise Financial Services, Llc
  Owings Mills, MD

Exams

• S66 Uniform Combined State Law Examination
  1999-06-03

Designations

• Certified Financial Planner