Elijah Dean Ochoa
Investment adviser representative at Edelman Financial Engines
9 yearsExperience
2 statesRegistered in
$326.3BFirm assets
28 yearsFirm in business
Are you Elijah Dean Ochoa? Claim your profile
Contact this firm
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
9 years in the industry.
- Edelman Financial EnginesFeb 2025 to now
- Thrivent FinancialJun 2021 to Feb 2025
- Thrivent Investment Management IncMar 2021 to Feb 2025
- UnemployedMar 2020 to Jun 2021
- Roosters Wood Fired Kitchen Southpark CharlotteApr 2018 to Mar 2020
- Project 658Sep 2016 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7334617
- Firm CRD
- 104510