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Detailed Report
KELLY ELIZABETH VAN DEUSEN
KELLY BURGER, KELLY LUDWIG, KELLY VAN DEUSEN
CRD#: 3159127
IA
Investment Adviser
EDELMAN FINANCIAL ENGINESCRD#: 104510 210 SW MARKET STREET ,
SUITE 103
LEE'S SUMMIT, MO 64063
Registration History
2002200420062008201020122014201620182020202220242026IAEDELMAN FINANCIAL ENGINES (CRD# 104510)2016 - Present (8 years)IAFINANCIAL ENGINES ADVISOR CENT... (CRD# 109238)2002 - 2016 (14 years)
License(s)

State Registrations

IA
Missouri 11/30/2016
IA
Texas 11/30/2016
Current Registration(s)
IA
EDELMAN FINANCIAL ENGINES (CRD#:104510)
210 SW MARKET STREET , SUITE 103, LEE'S SUMMIT, MO 64063
Registered with this firm since 11/30/2016
Previous Registration(s)
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IA
 05/31/2002 - 11/30/2016 FINANCIAL ENGINES ADVISOR CENTER, LLC (CRD#:109238) LEES SUMMIT, MO
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.