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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Clark is an investment advisor representative registered with Edelman Financial Engines in Overland Park, Kansas. Bryan has been in the securities industry since 1986. Bryan has a Series 6, Series 7, Series 24 and Series 63 license and is registered as an Investment Advisor in Kansas. Bryan specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Bryan has been employed by Edelman Financial Engines since 2016 and previously worked at TMFS Advisors, LLC and THE MUTUAL FUND RESEARCH CENTER.
Overland Park, KS
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
KS
11/30/2016 - Present
Edelman Financial Engines (Overland Park KS)
KS
08/04/1993 - 02/25/1997
CORPORATE NETWORK BROKERAGE SERVICES, INC. (OVERLAND PARK KS)
NY
07/09/1991 - 07/16/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
09/02/1986 - 06/28/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 8/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/27/1995
Series 24 - General Securities Principal Examination
BC
Issued 7/8/1991
Series 7 - General Securities Representative Examination
BC
Issued 8/29/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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