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RIA / WealthAdvisor23 years in industry

KRISTIE KAYE GHEYSENS

Advisor at EDELMAN FINANCIAL ENGINES

TROY, MI | Novi, MI

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 3, 2010 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDELMAN FINANCIAL ENGINES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 19, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Dec 19, 2002
First registration: Sep 3, 2010
Dual registered: no
Other names: KRISTIE KAYE VINCENT
IAPD individual key: 4578636

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDELMAN FINANCIAL ENGINES	Independent wealth	Nov 30, 2016	n/a	yes	TROY, MI\|Novi, MI	Current employment
FINANCIAL ENGINES ADVISOR CENTER, LLC	Former SEC adviser	Oct 13, 2016	Nov 30, 2016	no	CLINTON TOWNSHIP, MI\|OVERLAND PARK, KS	Previous registration
PLANNING ALTERNATIVES LTD	Independent wealth	Jul 29, 2014	Oct 4, 2016	no	BLOOMFIELD HILLS, MI	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Sep 3, 2010	Jul 25, 2014	no	Farmington Hills, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FINANCIAL ENGINES ADVISOR CENTER, LLC	EDELMAN FINANCIAL ENGINES	Nov 30, 2016	Nov 30, 2016	0	Bulk transfer	Other
PLANNING ALTERNATIVES LTD	FINANCIAL ENGINES ADVISOR CENTER, LLC	Oct 4, 2016	Oct 13, 2016	9	Firm change	Other
MML INVESTORS SERVICES, LLC	PLANNING ALTERNATIVES LTD	Jul 25, 2014	Jul 29, 2014	4	Firm change	Other

Relationships

Registered with (4)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Nov 30, 2016 to presentfactForm ADV
→ FINANCIAL ENGINES ADVISOR CENTER, LLCRegistered adviserregistration: previous registration
Oct 13, 2016 to Nov 30, 2016factForm ADV
→ PLANNING ALTERNATIVES LTDRegistered adviserregistration: previous registration
Jul 29, 2014 to Oct 4, 2016factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Sep 3, 2010 to Jul 25, 2014factForm ADV

Dated events

No dated event names this entity yet.