Kevin Monahan Kuptz
Investment adviser representative at Edelman Financial Engines
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$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 EnginesJul 2026 to now
- Vertigo Real Estate Ventures LLCJul 2025 to Jul 2026
- Empower Advisory Group, LLCApr 2023 to Jul 2025
- Personal CapitalJun 2019 to Jul 2025
- Legendre Enterprises, LLCAug 2016 to May 2019
- Front Range Catering CompanySep 2013 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (CO, TX, VA).
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
- 7202026
- Firm CRD
- 104510