Bryan Patrick Keorlet
Investment adviser representative at Edelman Financial Engines
12 yearsExperience
2 statesRegistered in
CFADesignation
$326.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Edelman Financial EnginesMar 2024 to now
- Fisher InvestmentsAug 2018 to Feb 2024
- UnemployedMay 2018 to Aug 2018
- Shopoff Securities, Inc.Feb 2017 to May 2018
- Foreside Fund Services, LLCJan 2017 to Feb 2017
- Quasar Distributors, LLCJul 2014 to Dec 2016
- Wbi Investments Inc.Jun 2014 to Feb 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5054570
- Firm CRD
- 104510