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Christopher Edward Ziola

Edelman Financial Engines

Overland Park, KS

Omaha, NE

CRD 5575697

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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:

Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-01-10
TX RA APPROVED_RES 2020-06-05
NE RA APPROVED 2019-11-20
  • KS RA
    APPROVED
    Since 2023-01-10
  • TX RA
    APPROVED_RES
    Since 2020-06-05
  • NE RA
    APPROVED
    Since 2019-11-20

Branch Locations

10950 Grandview Drive Suite 500, Overland Park, KS 66210 • United States

18881 West Dodge Road Suite 240W, Omaha, NE 68022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Camas WA 11/2014 07/2019
Financial Engines Advisors L.L.C Sunnyvale CA 11/2019 Present
Unemployed Omaha NE 07/2019 11/2019
  • 11/2014 → 07/2019
    Fisher Investments
    Camas, WA
  • 11/2019 → Present
    Financial Engines Advisors L.L.C
    Sunnyvale, CA
  • 07/2019 → 11/2019
    Unemployed
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-02
  • S66 Uniform Combined State Law Examination
    2008-10-02
Other Names
  • Christopher Ziola

View on SEC IAPD

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Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

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MARINER INDEPENDENT · OVERLAND PARK, KS
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