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Andrew K
Series 66
Laveen, AZ
Edelman Financial Engines
Andrew Kovalcik is a financial advisor at Edelman Financial Engines with 11 years of industry experience. He holds a Series 66 designation and has worked at Financial Engines Advisors L.L.C. since 2017, following prior roles at Bank of America and Merrill from 2014 to 2017. 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 client base through both advisor-led and online platforms.
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