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Wednesday, August 19, 2026The Morning Brief →Sign in
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OVERLAND PARK, KS
CRD: 106766
In PWD coverage since August 14, 2026 · 6 stories
$155BRegulatory AUMSEC Form ADV · Aug 15
648EmployeesForm ADV
-16Talent net · 12 months0 in · 16 out
Talent flow · 12 monthsOn the wire →
Net -16 · 0 arrivals · 16 departures
Arrivals
None tracked.
Departures
Advisor
Aug 18 · destination pending
Advisor
Aug 18 · destination pending
Advisor
Aug 18 · destination pending
Advisor
Aug 18 · destination pending
Advisor
Aug 18 · destination pending
Advisor
Aug 18 · destination pending
PWD coverage
advisers

Edelman puts a dealmaker in charge of retirement plan services

Christian Mango's appointment puts acquisitions at the center of Edelman's workplace retirement strategy.
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