Chesterfield, MO Office
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Edelman Financial Engines
Institution
Firm-wide stats for Edelman Financial Engines
About
Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. Its offerings cover workplace solutions for defined contribution plans, IRAs and taxable accounts, planner-led wealth management, retirement income services, and sub-advisory/TAMP arrangements.
The firm combines a committee-driven, proprietary modeling process with planner delivery and online tools, offering both discretionary management (Professional Management, Personal Advisor, SMAs) and non-discretionary Online Advice. Its investment process emphasizes diversified model portfolios, periodic rebalancing and long-term orientation, and Edelman Financial Engines operates as a fiduciary for retirement accounts under ERISA and applicable DOL guidance.
Notable characteristics include a direct-subscription online advice channel available outside the workplace alongside its employer-integrated offerings, and a very large scale of client service—managing approximately $326 billion for roughly 477,000 clients supported by 686 advisors, which implies a high client-per-advisor ratio. The firm also offers product exposures that are less common for large institutional advisers, including direct-indexing SMAs, alternative private funds and structured products, and thematic portfolios with digital-asset exposures.
Based on Edelman Financial Engines
Expertise
Based on Edelman Financial Engines
Location
16052 Swingley Ridge Road, Suite 350
Chesterfield MO 63017
Advisors at this office
5
Advisors at this office
Eric H
Series 63, Series 65
Chesterfield, MO
Edelman Financial Engines
Eric Halter is a financial advisor with Edelman Financial Engines who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked at Edelman Financial Engines since 2025 and previously spent nine years at Financial Engines Advisors L.L.C. and one year at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services for 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.
Brittany C
Series 63, Series 66
Chesterfield, MO
Edelman Financial Engines
Brittany Candler is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services, TD Ameritrade, and Great Circle. 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.
Kurt B
CFP®, Series 63, Series 65
Chesterfield, MO
Edelman Financial Engines
Kurt Balderston is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2016. He previously worked at Tmfs Advisors, LLC for one year. Edelman Financial Engines provides technology-enabled investment advisory services primarily 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 platforms.
Kathryn H
Series 65
Chesterfield, MO
Edelman Financial Engines
Kathryn Harder is a financial advisor at Edelman Financial Engines with 18 years of industry experience. She holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2016, following a one-year tenure at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services for 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.
Jeffrey K
Series 63, Series 66
Chesterfield, MO
Edelman Financial Engines
Jeffrey Klever is a financial advisor with Edelman Financial Engines based in Chesterfield, MO. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior work includes roles at Financial Engines Advisors L.L.C., TMFS Advisors, LLC, and Financial Engines Advisors. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.
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