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Kile Conley Weaver

Investment adviser representative at Edelman Financial Engines
11 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

11 years in the industry.

  1. Edelman Financial EnginesFeb 2025 to now
  2. Ae Wealth Management, LLCAug 2024 to now
  3. Hybrid Retirement Solutions, LLC dba Oxford Retirement &estateJul 2024 to now
  4. Financial Engines Advisors, LLCDec 2020 to now
  5. Kestra Financial, IncJun 2019 to Dec 2020
  6. AmazonDec 2016 to Mar 2017
  7. Foresters FinancialAug 2015 to Jun 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 1 state (AZ).

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
6551104
Firm CRD
104510
Advisor's SEC record (opens in a new tab)
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