Constantine Louis Kartsimas
Investment adviser representative at Edelman Financial Engines
10 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
10 years in the industry.
- Edelman Financial EnginesJul 2025 to now
- Guardian Life Insurance CompanyApr 2024 to Jun 2025
- Park Avenue SecuritiesApr 2024 to Jun 2025
- UnemployedJan 2024 to Apr 2024
- Northwestern Mutual Wealth Management CompanyJan 2023 to Dec 2023
- Next Phase Advisory GroupNov 2022 to Dec 2023
- Northwestern Mutual Wealth Management CompanyMay 2019 to Nov 2022
- Northwestern Mutual Investment Services LLCFeb 2019 to Jan 2023
- Northwestern Mutual Life Insurance CompanyFeb 2019 to Nov 2022
- Securities America, IncOct 2017 to Jan 2019
- Rpg Life Transition SpecialistsJun 2016 to Jan 2019
- National Planning CorporationMar 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 6626461
- Firm CRD
- 104510