Kevin Alfred Shea
Investment adviser representative at Edelman Financial Engines
13 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$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
13 years in the industry.
- Edelman Financial EnginesAug 2026 to now
- Financial Engines Advisors L.L.C.Oct 2018 to Aug 2026
- Edelman Financial Services LLCApr 2017 to Nov 2018
- Ef Legacy Securities, LLCApr 2017 to Oct 2018
- MML Investors ServicesMay 2014 to Apr 2017
- Mass Mutual Life Insurance CompanyJul 2013 to Apr 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 5692654
- Firm CRD
- 104510