Christopher Blake Diaz
Investment adviser representative at Edelman Financial Engines
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Edelman Financial EnginesJun 2024 to now
- Equitable Advisors, LLCFeb 2023 to Jun 2024
- Michael FultzJun 2022 to Feb 2023
- Cornerstone ServicesJun 2021 to Aug 2021
- University of IllinoisAug 2020 to Dec 2022
- O'connor ConstructionAug 2019 to Aug 2021
- Heritage CadillacAug 2018 to Aug 2019
- Dicks Sporting GoodsJan 2018 to Aug 2018
- Mickey's Drive InJan 2015 to Jan 2018
- Willowbrook High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7400666
- Firm CRD
- 104510