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RIA / WealthAdvisor14 years in industry

WILLIAM DOUGLAS KINDLE

Advisor at EDELMAN FINANCIAL ENGINES

Town of Burlington, MA

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Search this name across graphsid dfx:ria:e8070dad-b41b-99ba-50ad-2921f422c2d9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 16, 2011 to Sep 14, 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 15, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Dec 15, 2011
First registration: Dec 16, 2011
Dual registered: no
Other names: BILL KINDLE|WILLIAM KINDLE
IAPD individual key: 2322839

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	Jun 26, 2026	n/a	yes	Town of Burlington, MA	Current employment
HOMESTEAD ADVISERS CORP.	Other adviser	May 31, 2022	Jun 30, 2026	no	Medfield, MA\|ARLINGTON, VA	Previous registration
WINDHAM CAPITAL MANAGEMENT, LLC	Former SEC adviser	Jun 29, 2021	Nov 17, 2021	no	CAMBRIDGE, MA	Previous registration
WELLESLEY ASSET MANAGEMENT, INC.	Mixed wealth	Sep 23, 2013	Mar 30, 2020	no	PORTSMOUTH, NH	Previous registration
AI ADVISORS, LLC	Former SEC adviser	Dec 16, 2011	Jun 5, 2012	no	BOSTON, MA	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
HOMESTEAD ADVISERS CORP.	EDELMAN FINANCIAL ENGINES	Jun 30, 2026	Jun 26, 2026	-4	Firm change	Other
WINDHAM CAPITAL MANAGEMENT, LLC	HOMESTEAD ADVISERS CORP.	Nov 17, 2021	May 31, 2022	195	Firm change	Other
WELLESLEY ASSET MANAGEMENT, INC.	WINDHAM CAPITAL MANAGEMENT, LLC	Mar 30, 2020	Jun 29, 2021	456	Firm change after gap	RIA to RIA
AI ADVISORS, LLC	WELLESLEY ASSET MANAGEMENT, INC.	Jun 5, 2012	Sep 23, 2013	475	Firm change after gap	Other

Relationships

Registered with (5)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Jun 26, 2026 to presentfactForm ADV
→ HOMESTEAD ADVISERS CORP.Registered adviserregistration: previous registration
May 31, 2022 to Jun 30, 2026factForm ADV
→ WINDHAM CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 29, 2021 to Nov 17, 2021factForm ADV
→ WELLESLEY ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Sep 23, 2013 to Mar 30, 2020factForm ADV
→ AI ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 16, 2011 to Jun 5, 2012factForm ADV

Dated events

Occurred
Jun 30, 2026
Advisor changed firm
William Douglas Kindle left Homestead Advisers Corp. for Edelman Financial Engines (registered 2026-06-26)
Form ADVobserved 5 days ago