Constantine Louis Kartsimas
Investment Adviser Representative at Edelman Financial Engines
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Constantine Louis Kartsimas is an investment adviser representative with Edelman Financial Engines in Northbrook, IL, where they have been registered since 2025. They have worked in the securities industry since 2016 and were previously registered with PARK Avenue Securities LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Illinois and Texas.
Registrations & licenses
- Investment adviser:
- Illinois, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edelman Financial EnginesMay 2026 – no end date reportedSanta Clara, CA
- National Planning CorporationMar 2016 – Oct 2017Riverwoods, IL
- Securities America, IncOct 2017 – Jan 2019Riverwoods, IL
- RPG Life Transition SpecialistsJun 2016 – Jan 2019Riverwoods, IL
- Northwestern Mutual Life Insurance CompanyFeb 2019 – Nov 2022Milwaukee, WI
- Northwestern Mutual Investment Services LLCFeb 2019 – Nov 2022Skokie, IL
- Northwestern Mutual Wealth Management CompanyMay 2019 – Nov 2022Milwaukee, WI
- Northwestern Mutual Investment Services LLCNov 2022 – Jan 2023Du Page, IL
- Northwestern Mutual Wealth Management CompanyJan 2023 – Dec 2023Milwaukee, WI
- Guardian LIFE Insurance CompanyApr 2024 – Mar 2025Chicago, IL
- PARK Avenue SecuritiesApr 2024 – Mar 2025Chicago, IL
- UnemployedJan 2024 – Apr 2024Chicago, IL
- Guardian LIFE Insurance CompanyMar 2025 – Jun 2025Glenview, IL
- PARK Avenue SecuritiesMar 2025 – Jun 2025Glenview, IL
- Next Phase Advisory GroupNov 2022 – Dec 2023Downers Grove, IL
- Edelman Financial EnginesJul 2025 – May 2026Santa Clara, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Edelman Financial Engines
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Subscription fee
- Other
- Firm account minimum
- $5,000 (waivable)
- Estimated blended rate
- 0.0175
- First $400,0001.75%
- Next $350,0001.25%
- Next $250,0001.00%
- Next $2,000,0000.75%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 715
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Santa Clara, CA
- SEC file number:
- 801-55196
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 24, 2026
View full firm profileOther advisors at Edelman Financial Engines
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Constantine Louis Kartsimas has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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