Kari Sue Neller
Investment adviser representative at Edelman Financial Engines
14 yearsExperience
2 statesRegistered in
$326.3BFirm assets
28 yearsFirm in business
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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
14 years in the industry.
- Edelman Financial EnginesJan 2026 to now
- Premier Property SolutionsDec 2016 to now
- Independent Financial PartnersApr 2023 to Oct 2023
- Pasco County SchoolsFeb 2023 to Jan 2026
- Ifp Securities, LLCMay 2019 to May 2021
- Keller Williams RealtyAug 2016 to Dec 2016
- Independent Financial PartnersSep 2015 to May 2021
- Homeshow Sleep SystemsJul 2014 to Jan 2018
- LPL Financial LLCJun 2012 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5138238
- Firm CRD
- 104510