Unclaimed Profile

Clifford Merril Brandt

FINANCIAL ENGINES ADVISOR CENTER, LLC·OVERLAND PARK, Kansas

Series 7, Series 66Clean record19 years registeredFINANCIAL ENGINES ADVISOR CENTER, LLC

10950 GRANDVIEW DRIVE, OVERLAND PARK, KS 66210CRD# 1902051Firm CRD# 109238

Profile Verification

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

Identity

Clifford Merril Brandt · OVERLAND PARK, KS

Registration

CRD #1902051 · FINANCIAL ENGINES ADVISOR CENTER, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL ENGINES ADVISOR CENTER, LLC

THE MUTUAL FUND STORE

Sep 2013 – Sep 2016

OVERLAND PARK, KS

THE MUTUAL FUND STORE

Mar 2012 – Sep 2015

OVERLAND PARK, KS

THE MUTUAL FUND RESEARCH CENTER, RESEARCH CENTER

Mar 2011 – Feb 2016

OVERLAND PARK, KS

THE MUTUAL FUND STORE

Feb 2011 – Sep 2015

OVERLAND PARK, KS

THE MUTUAL FUND STORE

Feb 2011 – Sep 2015

OVERLAND PARK, KS

THE MUTUAL FUND STORE

Jan 2010 – Sep 2015

OVERLAND PARK, KS

TMFS ADVISORY SERVICES, LLC

Oct 2009 – Dec 2016

OVERLAND PARK, KS

THE MUTUAL FUND STORE

Jul 2007 – Dec 2008

OVERLAND PARK, KS

THE MUTUAL FUND STORE

Jun 2007 – Sep 2015

OVERLAND PARK, KS

THE MUTUAL FUND STORE

Apr 2007 – Sep 2015

OVERLAND PARK, KS

FINANCIAL ENGINES ADVISOR CENTER, LLC

Apr 2007 – Dec 2016

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · April 25, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL ENGINES ADVISOR CENTER, LLC

CRD 109238 · SEC 801-57511

AUM

$8.1B

Regulatory assets under management

Employees

190

69,645 client accounts

Services offered by FINANCIAL ENGINES ADVISOR CENTER, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL ENGINES ADVISOR CENTER, LLC →

Introduction

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Frequently Asked Questions

What services does Clifford Merril Brandt offer?

Clifford Merril Brandt specializes in Financial Planning, Investment Management.

What are Clifford Merril Brandt's credentials?

Clifford Merril Brandt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Clifford Merril Brandt located?

Clifford Merril Brandt is based in OVERLAND PARK, Kansas, last registered with FINANCIAL ENGINES ADVISOR CENTER, LLC.

How does Clifford Merril Brandt charge for services?

Clifford Merril Brandt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL ENGINES ADVISOR CENTER, LLC?

FINANCIAL ENGINES ADVISOR CENTER, LLC has approximately 190 employees and manages $8.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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