Otoniel Francisco Maxwell

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → 06/2018
  Fisher Investments
  Camas, WA
• 07/2016 → 05/2017
  Northwestern Mutual
  Omaha, NE
• 06/2017 → 09/2017
  Fairfield Inn & Suites
  Omaha, NE
• 09/2018 → 03/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, OR
• 01/2019 → 03/2019
  Bank Of America, N.A.
  Portland, OR
• 04/2019 → 06/2019
  Unemployed
  Washougal, WA
• 07/2019 → 11/2019
  Star Oilco
  Portland, OR
• 08/2019 → 01/2020
  Holiday Inn Express
  Portland, OR
• 02/2020 → 04/2021
  Roi Financial Advisors Llc
  Beaverton, OR
• 05/2021 → 12/2021
  Cascadia Advisory Services, Llc
  Portland, OR
• 12/2021 → 12/2023
  Mariner Wealth Advisors
  Portland, OR
• 03/2024 → 09/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → 09/2024
  The Colony Group, Llc
  Boston, MA
• 11/2025 → Present
  Edelman Financial Engines
  Santa Clara, CA
• 10/2024 → 10/2025
  Unemployed
  Beaverton, OR
• 01/2024 → 02/2024
  Unemployed
  Beaverton, OR
• 07/2018 → 08/2018
  Unemployed
  Camas, OR

Previous Registrations

• 2024-07-01 → 2024-10-08
  Focus Partners Wealth, Llc
  Portland, OR
  St. Louis, MO
• 2024-03-07 → 2024-07-01
  Buckingham Strategic Wealth, Llc
  Portland, OR
  St Louis, MO
• 2022-01-06 → 2024-01-04
  Mariner
  Portland, OR
• 2021-05-20 → 2022-01-28
  Cascadia Advisory Services, Llc
  Portland, OR
• 2020-11-25 → 2021-05-07
  Roi Financial
  Beaverton, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-25

Other Names

• Otoniel F Heinrichs
• Otoniel Francisco Maxwell
• Otoniel F Maxwell
• Otoniel Maxwell