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Inactive

Bryan Robert Clark

Edelman Financial Engines

Overland Park, KS

CRD 1510312

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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:

Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2016-11-30
  • KS RA
    APPROVED
    Since 2016-11-30

Branch Locations

Overland Park, KS • 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
Tmfs Advisors, Llc Overland Park KS 07/2007 11/2016
Financial Engines Advisors L.L.C. Overland Park KS 11/2016 Present
  • 07/2007 → 11/2016
    Tmfs Advisors, Llc
    Overland Park, KS
  • 11/2016 → Present
    Financial Engines Advisors L.L.C.
    Overland Park, KS
Previous Registrations
  • 2016-08-19 → 2016-11-30
    Financial Engines Advisor Center, Llc
    Overland Park, KS
  • 2011-02-24 → 2016-08-19
    The Mutual Fund Research Center, Research Center
    Overland Park, KS
  • 2008-06-18 → 2013-09-24
    The Mutual Fund Store
    Overland Park, KS
  • 2008-06-19 → 2013-09-24
    The Mutual Fund Store
    Overland Park, KS
  • 2008-06-19 → 2013-09-24
    The Mutual Fund Store
    Overland Park, KS
  • 2008-06-19 → 2013-09-24
    The Mutual Fund Store
    Overland Park, KS
  • 2011-02-24 → 2013-09-24
    The Mutual Fund Store
    Overland Park, KS
  • 2011-02-24 → 2013-09-24
    Tmfs Advisory Services, Llc
    Overland Park, KS
  • 2011-02-24 → 2013-09-24
    The Mutual Fund Store
    Overland Park, KS
  • 2012-03-05 → 2013-09-24
    The Mutual Fund Store
    Overland Park, KS
  • 2012-03-05 → 2013-09-24
    The Mutual Fund Store
    Overland Park, KS
  • 2007-08-13 → 2013-09-23
    Financial Engines Advisor Center, Llc
    Overland Park, KS
  • 2010-01-06 → 2013-09-23
    The Mutual Fund Store
    Overland Park, KS
  • 2008-06-19 → 2013-09-23
    The Mutual Fund Store
    Overland Park, KS
  • 2008-06-19 → 2013-09-23
    The Mutual Fund Store
    Overland Park, KS
  • 2008-06-19 → 2013-09-23
    The Mutual Fund Store
    Overland Park, KS
  • 2012-03-05 → 2013-09-23
    The Mutual Fund Store
    Overland Park, KS
  • 2008-06-19 → 2012-02-01
    The Mutual Fund Store
    Overland Park, KS
  • 2008-06-19 → 2008-12-11
    The Mutual Fund Store
    Overland Park, KS
  • 2008-06-19 → 2008-12-09
    The Mutual Fund Store
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-08-11
S63 Uniform Securities Agent State Law Examination 1991-07-23
  • S65 Uniform Investment Adviser Law Examination
    2007-08-11
  • S63 Uniform Securities Agent State Law Examination
    1991-07-23

View on SEC IAPD

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