Mackenzie Bekeza, financial advisor Colorado Springs CO

Mackenzie Bekeza

CRD Number: 6666241
Current Firm: Rfg Advisory, LLC

Mackenzie Bekeza (CRD# 6666241) is an Investment Advisor Representative working at Rfg Advisory, LLC in Colorado Springs, CO and has over 7 years of experience in the finance industry. Mackenzie Bekeza has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rfg Advisory, Llc Dba Confidence Wealth Partners Colorado Springs, CO Jan 2024 - Current < 1
Reaching The Stars Center For Autism, Inc. Westlake, CA Sep 2021 - Current 2
Accelerated Wealth, LLC Colorado Springs, CO Jun 2021 - Jan 2024 2
Accelerated Wealth Advisors, LLC Colorado Springs, CO Apr 2021 - Jan 2024 2
Millennial Wealth Management, LLC Broomfield, CO Jan 2020 - Mar 2021 1
Unemployed Denver, CO May 2019 - Jan 2020 < 1
Cascade Financial Management, Inc. Denver, CO Feb 2017 - May 2019 2
Unemployed Larkspur, CO Dec 2016 - Feb 2017 < 1
Castle Rock Investment Company Castle Rock, CO Jun 2016 - Dec 2016 < 1
Houchens Food Group Bowling Green, KY Aug 2015 - May 2016 < 1
Pepino Studios, LLC Brentwood, TN May 2015 - Jul 2015 < 1
Firehouse Subs Bowling Green, KY May 2014 - Apr 2015 < 1
Unemployed Brentwood, TN Jan 2014 - May 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mackenzie K. Bekeza
Phone Number: 205-397-2450
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    2,997
    MILLIONS
  • Total Number of Accounts
    16,034
    ACCOUNTS
  • Average Account Value
    $186,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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