Mckenzie Clary (CRD# 7624657) is an Investment Advisor Representative working at Edward Jones in Fitchburg, WI and has 1 year of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Sep 2022 - Current | 1 |
| Sedgwick | Sun Prairie, WI | May 2019 - Sep 2022 | 3 |
| Breakwater | Monona, WI | Apr 2021 - Jun 2022 | 1 |
| City Of Madison | Madison, WI | Mar 2016 - Aug 2019 | 3 |
| University Communities LLC | Madison, WI | Sep 2018 - May 2019 | < 1 |
| Unitypoint Health | Madison, WI | Aug 2015 - Aug 2016 | 1 |
| Lz Management LLC | Madison, WI | Sep 2015 - Dec 2015 | < 1 |
| Full-time Education | Madison, WI | Feb 2015 - Aug 2015 | < 1 |
| Roundy's Metro Market | Madison, WI | Dec 2014 - Jan 2015 | < 1 |
| Unemployed | Madison, WI | Jul 2014 - Nov 2014 | < 1 |
| Full-time Education | Monona, WI | Sep 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- TX
- WI
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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