Oklahoma City, OK Quail Pointe Drive 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
13921 Quail Pointe Drive
Oklahoma City OK 73134
Advisors at this office
3
Advisors at this office
Kevin B
CFP®, Series 63
Oklahoma City, OK
Edelman Financial Engines
Kevin Brown is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. His prior roles include positions at Align Wealth Management, Avantis Investors, and American Century Investment Services. He is also a minority investor in AllTrans Terminal Investors, a company associated with transportation services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and fiduciary services tailored to a broad range of client needs.
Darlene E
Series 63, Series 65
Oklahoma City, OK
Edelman Financial Engines
Darlene Eisel is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She worked at Align Wealth Management for 21 years before joining Edelman Financial Engines in 2023. She is based in Oklahoma City, OK. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.
Dennis P
CFP®, Series 63, Series 66
Oklahoma City, OK
Edelman Financial Engines
Dennis Packard is a CFP®-certified financial advisor with 23 years of industry experience. He currently works at Edelman Financial Engines and has previously been affiliated with Align Wealth Management, LLC and TD Ameritrade, Inc. Packard operates out of Oklahoma City, OK. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary management options with an emphasis on diversified portfolios and long-term investing.
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