Kristofer Leonel Gutierrez
Investment adviser representative at Edelman Financial Engines
10 yearsExperience
3 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 EnginesMay 2026 to now
- Omni Tempe Hotel At AsuOct 2024 to now
- Nylife Securities LLCSep 2025 to Feb 2026
- New York Life Insurance CompanyJan 2025 to Feb 2026
- The Mission Old TownOct 2023 to May 2026
- Jw Marriott Scottsdale Camelback Inn Resort & SpaApr 2023 to Aug 2024
- Princess Fairmont ScottsdaleApr 2022 to Feb 2023
- Waldorf Astoria BiltmoreNov 2021 to Mar 2022
- Northwestern Mutual Investment Services LLCSep 2020 to Aug 2021
- Northwestern Mutual Life Insurance CompanyJan 2020 to Aug 2021
- Conrad IndianapolisJan 2016 to Oct 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 3 states (CA, NV, 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
- 7203691
- Firm CRD
- 104510