Celina Anderza Ochoa
Investment adviser representative at Haynie Wealth Management LLC
10 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$106.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Haynie Wealth Management LLCMar 2021 to now
- Northwestern Mutual Investment Services LLCMar 2021 to Mar 2021
- Northwestern Mutual Life Insurance CompanyMar 2021 to Mar 2021
- JP Morgan Securities LLCOct 2012 to Feb 2021
- Chase BankJul 2011 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 4 states (CA, CO, TX, UT).
Haynie Wealth Management LLC
$106.6MAssets managed
156Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6126373
- Firm CRD
- 305852