Financial ADVSR advisor directory · SEC adviser records
Edelman Financial Engines financial advisors in Kansas City, MO
Every SEC-registered investment adviser representative at a Edelman Financial Engines office in Kansas City, A to Z.
The short answer
3 registered advisors work at Edelman Financial Engines in Kansas City, out of 650 at the firm nationwide; it ranks number 32 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Edelman Financial Engines advisors in Kansas City, A to Z
Every Edelman Financial Engines advisor →- Chris G. AtheyInvestment adviser rep
- Joelle R. MorrisInvestment adviser rep
- Kaeleb L. SmeadInvestment adviser rep
Edelman Financial Engines advisors in every city and state →Edelman Financial Engines: assets, clients and custodians →Edelman news and advisor moves →Edelman Financial Engines payout grid vs. other firms →Advisor Moves: who changed firms this week →
Edelman Financial Engines advisors in other cities
Fairfax, VA 65Phoenix, AZ 45Dallas, TX 15Lynnwood, WA 10Boston, MA 8Denver, CO 8Overland Park, KS 8Oakbrook Terrace, IL 7Roseville, CA 7Tampa, FL 7Austin, TX 6Boca Raton, FL 6Burlington, MA 6Columbus, OH 6Federal Way, WA 6
Other firms in Kansas City
All Kansas City advisors →Modern Wealth Management, LLC 69Morgan Stanley 50Merrill Lynch, Pierce, Fenner & Smith Incorporated 43Edward Jones 33American Century Investments Private Client Group, Inc. 32LPL Financial LLC 30UBS Financial Services Inc. 26Prairie Capital Management Group, LLC 19Stifel, Nicolaus & Company, Incorporated 14Osaic Wealth, Inc. 12Raymond James Financial Services Advisors, Inc. 11Umb Financial Services, Inc. 9
Questions
How many financial advisors does Edelman Financial Engines have in Kansas City?
3 investment adviser representatives are registered at Edelman Financial Engines offices in Kansas City, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 650 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Edelman Financial Engines one of the largest advisor employers in Kansas City?
Edelman Financial Engines ranks number 32 in Kansas City by registered advisors; Modern Wealth Management, LLC has the most, with 69.
How do I check a Edelman Financial Engines advisor in Kansas City?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Edelman Financial Engines office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.