Unclaimed Profile

Kelly Susan O'donnell

FINANCIAL ENGINES ADVISORS L.L.C.·SANTA CLARA, California

Series 65Clean record18 years registeredFINANCIAL ENGINES ADVISORS L.L.C.

3945 FREEDOM CIRCLE, SANTA CLARA, CA 95054CRD# 5457245Firm CRD# 104510

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kelly Susan O'donnell · SANTA CLARA, CA

Registration

CRD #5457245 · FINANCIAL ENGINES ADVISORS L.L.C. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL ENGINES ADVISORS L.L.C.

EDELMAN FINANCIAL ENGINES

Jan 2008 – Jan 2025

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 1, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL ENGINES ADVISORS L.L.C.

CRD 104510 · SEC 801-55196

AUM

$270.8B

Regulatory assets under management

Employees

1,578

1,561,555 client accounts

Services offered by FINANCIAL ENGINES ADVISORS L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FINANCIAL ENGINES ADVISORS L.L.C. →

Introduction

Speak with Kelly

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kelly is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SANTA CLARA?

Browse all registered financial advisors in SANTA CLARA, California or claim this profile if it's yours.

Browse SANTA CLARA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kelly Susan O'donnell offer?

Kelly Susan O'donnell specializes in Financial Planning, Investment Management, Wealth Management.

What are Kelly Susan O'donnell's credentials?

Kelly Susan O'donnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelly Susan O'donnell located?

Kelly Susan O'donnell is based in SANTA CLARA, California, last registered with FINANCIAL ENGINES ADVISORS L.L.C..

How does Kelly Susan O'donnell charge for services?

Kelly Susan O'donnell's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, other: set-up fees & related svcs; reimbursements for printed materials. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL ENGINES ADVISORS L.L.C.?

FINANCIAL ENGINES ADVISORS L.L.C. has approximately 1578 employees and manages $270.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →