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Executive Vice President, Chief Planning Officer · Edelman Financial Engines

Michael Liersch

CRD 5830305 · Named on Form ADV at one SEC-registered adviser

At a glance

Edelman Financial Engines, an SEC-registered wealth manager based in Santa Clara, CA with $326.3 billion in regulatory assets, lists Michael Liersch on its Form ADV as Executive Vice President, Chief Planning Officer, a control person.

Firms and roles

  • Edelman Financial EnginesExecutive Vice President, Chief Planning OfficerWealth manager · Santa Clara, CA · $326B in regulatory assets

AtlasMembers

Michael’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Neil GilfedderExecutive Vice President, Chief Investment Officer, Edelman Financial Engines
  • Ralph E. HaberliPresident and Chief Executive Officer, Edelman Financial Engines
  • Lewis E. AntoneEVP, Chief Legal and Risk Officer, Edelman Financial Engines
  • Steven M. GavenExecutive Vice President, Chief Financial Officer, Edelman Financial Engines
  • Elizabeth A. HansenVice President, Chief Compliance Officer, Edelman Financial Engines

1 more person named with Michael on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.