Daniel Kasman
Investment adviser representative at Edelman Financial Engines
18 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
18 years in the industry.
- Edelman Financial EnginesAug 2025 to now
- UnemployedSep 2024 to Jul 2025
- Empower Financial Services, IncJul 2023 to Aug 2024
- UnemployedFeb 2023 to Jul 2023
- WebinarkitJul 2022 to Feb 2023
- RocksSep 2021 to Jun 2022
- UnemployedMay 2021 to Sep 2021
- Caremount MedicalAug 2020 to May 2021
- CvsMay 2008 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7773300
- Firm CRD
- 104510