Role at Financial Engines Advisors
- Title on Schedule A
- Executive Vice President, Chief Planning Officer
- Control
- Michael Liersch is a control person of Financial Engines Advisors.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Michael Liersch has held the filed role since August 2025.
The firm
Form ADV filed 24 July 2026
Career on record
Michael Liersch has been registered through Financial Engines Advisors since September 2025, and before that through Wells Fargo Advisors, J.p. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Edelman Financial EnginesCurrent– present · 1 yearRiverside, CT · Adviser representative · Firm CRD 104510
- Wells Fargo Advisors– · 3 yearsNew York, NY · Adviser representative · Firm CRD 11025
- Passed Series 24 · 2020
- Wells Fargo Advisors– · 5 yearsNew York, NY · Adviser representative · Firm CRD 19616
- Passed SIE · 2018
- J.p. Morgan Securities LLC– · 2 yearsNew York, NY · Adviser representative · Firm CRD 79
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 5 yearsNew York, NY · Adviser representative · Firm CRD 7691
- Passed Series 66 · 2013
- Passed Series 7 · 2012
Registrations and exams
Michael Liersch has a current investment-adviser registration in Connecticut and has passed 4 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Connecticut | Investment adviser representative | Approved | 30 September 2025 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 4 March 2013 |
| Series 24 | General Securities Principal Examination | 7 December 2020 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 6 February 2012 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Michael Liersch
- CRD
- 5830305
- Registration status
- Investment adviser registration
- Office
- Riverside, CT
- Firm bio
- edelmanfinancialengines.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Edelman Financial Engines identifies Michael Liersch as chief planning officer and says he leads its investment management, technology, product and AI teams. Edelman Financial Engines official executive team page
Education
- He earned a bachelor’s degree in economics from Harvard University and a PhD in cognitive psychology from the University of California, San Diego.Edelman Financial Engines official executive team page
Common questions
Where does Michael Liersch work?
Michael Liersch has been Executive Vice President, Chief Planning Officer of Financial Engines Advisors L.L.C. since August 2025, and is a control person of the firm.
Is Michael Liersch a financial advisor?
Yes. Michael Liersch has a current investment-adviser registration in Connecticut, through Financial Engines Advisors since September 2025, as of 17 October 2026.
How many years of experience does Michael Liersch have?
Michael Liersch has worked in the financial industry for 13 years as of 17 October 2026, counted from 17 November 2012, across 5 adviser firms.
What exams has Michael Liersch passed?
Michael Liersch has passed 4 licensing exams: the Series 7, Series 66, SIE and Series 24. The earliest, the Series 7, was passed in February 2012.
Where did Michael Liersch work before Financial Engines Advisors?
Before Financial Engines Advisors, Michael Liersch was registered through Wells Fargo Advisors, February 2023 to September 2025; Wells Fargo Advisors, November 2020 to September 2025; J.p. Morgan Securities LLC, March 2018 to July 2020; Merrill Lynch, Pierce, Fenner & Smith Incorporated, March 2013 to October 2017.
Where is Michael Liersch based?
Michael Liersch’s registered office is in Riverside, CT.
Leadership at Financial Engines Advisors
- Ralph HaberliPresident and Chief Executive Officer
- Greg CorsoExecutive Vice President, Chief Marketing Officer
Steven GavenExecutive Vice President, Chief Financial Officer- Neil GilfedderExecutive Vice President, Chief Investment Officer
- Elizabeth HansenVice President, Chief Compliance Officer
- Lewis AntoneEVP, Chief Legal and Risk Officer