Investment adviser representative · Edelman Financial Engines
Kelli K. Smith
CRD 6519874 · Overland Park, KS
At a glance
Kelli K. Smith is an investment adviser representative with Edelman Financial Engines in Overland Park, KS, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kelli’s SEC record dates to 2015, about 11 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Edelman Financial EnginesSince November 2016Overland Park, KS · $326B in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kelli’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Edelman Financial Engines
- Michael E. ChoateOverland Park
- Bryan R. ClarkOverland Park
- Jeffrey G. CramOverland Park
- Ashley P. DeckerOverland Park
- David M. MeinzenbachOverland Park
- William C. Tracy Jr.Overland Park · Chartered Financial Analyst
- Dylan M. WilkinsonOverland Park
- Darrin R. WolffOverland Park
Every advisor at Edelman Financial Engines →Edelman Financial Engines: assets, clients and custodians →Edelman news, moves and payouts →Financial advisors in Overland Park, KS →Every Edelman Financial Engines advisor in Overland Park →Advisor Moves: who changed firms this week →