Mckenzie Ebbesen (CRD# 5482156) is an Investment Advisor Representative working at Bason Asset Management in Lakewood, CO and has over 14 years of experience in the finance industry. Mckenzie Ebbesen 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.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bason Asset Management, LLC | Lakewood, CO | Dec 2018 - Current | 5 |
| Hightower Securities, LLC | Chicago, IL | Jan 2018 - Dec 2018 | < 1 |
| Kaplan Financial | Greenwood Village, CO | Jun 2017 - Dec 2017 | < 1 |
| Raymond James Financial Services | Greenwood Village, CO | Sep 2012 - Dec 2017 | 5 |
| M.j. Smith & Associates | Greenwood Village, CO | Sep 2012 - Dec 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2009 |
- TX
- WV
-
Total Assets Under Management618MILLIONS
-
Total Number of Accounts723ACCOUNTS
-
Average Account Value$854,995
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, NC, NE, TX, WV
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