Michael Liersch
Investment adviser representative at Edelman Financial Engines
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Edelman Financial EnginesAug 2025 to now
- Wells Fargo Clearing ServicesJul 2020 to Aug 2025
- JPMorgan Securities LLCFeb 2018 to Jul 2020
- JPMorgan Chase Bank NAOct 2017 to Jul 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2011 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 5830305
- Firm CRD
- 104510