Thomas Kent Brumfield
Investment adviser representative at Edelman Financial Engines
11 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
11 years in the industry.
- Edelman Financial EnginesJan 2026 to now
- Transamerica Investors Securities CorporationJun 2024 to Jan 2026
- Transamerica Life Insurance CompanyJun 2024 to Jan 2026
- Morgan StanleyJan 2023 to Apr 2024
- Angi LeadsJan 2023 to Jan 2023
- EspositosDec 2022 to Jan 2023
- UnemployedNov 2022 to Dec 2022
- Fisher InvestmentsApr 2021 to Oct 2022
- SyncfusionDec 2020 to Apr 2021
- ProgressJan 2020 to Dec 2020
- Lynchburg MazdaDec 2018 to Aug 2019
- Olive GardenMar 2017 to Apr 2020
- O CharleysMar 2017 to Aug 2017
- PublixOct 2015 to Dec 2016
- Cracker BarrelMar 2015 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7394077
- Firm CRD
- 104510