Makenna R. Ochs

RUDE WEALTH ADVISORY

Olney, IL 62450

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CRD#: 7502986

Professional summary

Makenna Renee Ochs, who also goes by Makenna Ochs, is a registered financial advisor currently at RUDE WEALTH ADVISORY located in Olney, Illinois.

Makenna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Makenna has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Makenna Ochs

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Makenna Renee Ochs's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 30, 2025 - Present

RUDE WEALTH ADVISORY

Office #1: 401 S Whittle Avenue, Olney, IL 62450

RIA

CRD#: 312865

Olney, IL

Past

May 7, 2024 - October 1, 2025

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

Evansville, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(9/30/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/17/2025

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/7/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/21/2023

Securities Industry Essentials Examination

Current Firm

RUDE WEALTH ADVISORY

RUDE WEALTH ADVISORY | RUDE WEALTH ADVISORY LLC

CRD#: 312865 / SEC#:

Illinois

Registered Investment Advisory firm - (3/30/2021 Approved)

Texas

Registered Investment Advisory firm - (10/14/2021 Conditional Restricted)

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Contact information

Main Address

401 S Whittle Avenue, Olney, IL 62450

Mailing Address

Phone number

(618) 280-0860

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	375
AUM (Assets Under Management)	$ 42,886,398

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Makenna R. Ochs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Makenna Renee Ochs's CRS (Customer Relationship Summary).

Certified licenses

Experience

RUDE WEALTH ADVISORY

MADISON AVENUE SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/17/2025

Series 7TO

Date: 5/7/2024

SIE

Date: 10/21/2023

Current Firm

RUDE WEALTH ADVISORY

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RUDE WEALTH ADVISORY

TRUST BUT VERIFY

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