Kimberly Prince Loney
Investment adviser representative at Edelman Financial Engines
10 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$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
10 years in the industry.
- Edelman Financial EnginesNov 2025 to now
- Edward JonesNov 2023 to Feb 2025
- Ascend LearningJul 2022 to Nov 2025
- Future First Wealth & Retirement, LLCFeb 2022 to Oct 2023
- Bankers Life Advisory Services, IncJan 2022 to Feb 2022
- Bankers Life Securities, IncDec 2021 to Feb 2022
- Bankers Life and CasualtyMar 2021 to Feb 2022
- Self Employed - Ayb MarketingJan 2020 to Mar 2021
- EmergeorthoJul 2019 to Jan 2020
- Acs Benefit ServicesMar 2018 to Jul 2019
- Culp, IncAug 2016 to Mar 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, NC).
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
- 7449219
- Firm CRD
- 104510