Kaitlyn Tate Poss
Investment adviser representative at Edelman Financial Engines
11 yearsExperience
1 stateRegistered 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 EnginesApr 2022 to now
- United RentalsMay 2021 to Mar 2022
- UnemployedJan 2021 to May 2021
- Local 706Aug 2020 to Jan 2021
- Dos PalmasMar 2019 to Aug 2020
- Texas RoadhouseMay 2018 to Mar 2019
- University of GeorgiaJun 2016 to Mar 2020
- Univsersity of GeorgiaAug 2015 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 8261392
- Firm CRD
- 104510