Otoniel Francisco Maxwell
Investment adviser representative at Edelman Financial Engines
10 yearsExperience
2 statesRegistered in
$326.3BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Edelman Financial EnginesNov 2025 to now
- UnemployedOct 2024 to Oct 2025
- The Colony Group, LLCJul 2024 to Sep 2024
- Buckingham Strategic Wealth, LLCMar 2024 to Sep 2024
- UnemployedJan 2024 to Feb 2024
- Mariner Wealth AdvisorsDec 2021 to Dec 2023
- Cascadia Advisory Services, LLCMay 2021 to Dec 2021
- Roi Financial Advisors LLCFeb 2020 to Apr 2021
- Holiday Inn ExpressAug 2019 to Jan 2020
- Star OilcoJul 2019 to Nov 2019
- UnemployedApr 2019 to Jun 2019
- Bank of America, N.A.Jan 2019 to Mar 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2018 to Mar 2019
- UnemployedJul 2018 to Aug 2018
- Fisher InvestmentsSep 2017 to Jun 2018
- Fairfield Inn & SuitesJun 2017 to Sep 2017
- Northwestern MutualJul 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Edelman Financial Engines
Legal name: Financial Engines Advisors L.L.C.
$326.3BAssets managed
1,244,406Clients
721Advisers
28 yearsIn 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
- 6581526
- Firm CRD
- 104510