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Douglas E
Series 63, Series 65
Las Vegas, NV
Edelman Financial Engines
Douglas Erbert is a financial advisor at Edelman Financial Engines with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Financial Engines Advisors, L.L.C. since 2016, including its predecessor firm, as well as Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online offerings.
Brad D
Series 65
Las Vegas, NV
Edelman Financial Engines
Brad Draper is a financial advisor with Edelman Financial Engines, holding a Series 65 designation and 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, LLC. Based in Las Vegas, NV, Draper is part of a large advisory team at Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm offers a range of discretionary and non-discretionary investment programs and supports a substantial client base through both advisor-led and online platforms.
Kellie S
Series 65
Las Vegas, NV
Edelman Financial Engines
Kellie Scholes is a Series 65-registered financial advisor with nine years of industry experience. She is currently with Edelman Financial Engines in Las Vegas, NV, where she has worked since 2016, including through the firm's prior iterations. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.
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