Mackenzie Zajec (CRD# 5523649) is an Investment Advisor Representative working at Avantax Advisory Services in New Richmond, WI and has over 15 years of experience in the finance industry. Mackenzie Zajec 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# 6586021
Edward Jones
CRD# 3207484
Raymond James Financial Services Advisors, Inc.
CRD# 5393406
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rush River Wealth Management LLC | New Richmond, WI | Jul 2022 - Current | 1 |
| Avantax Investment Services, Inc. | New Richmong, WI | Mar 2019 - Current | 5 |
| Avantax Insurance Services, LLC | New Richmond, WI | Mar 2019 - Current | 5 |
| Avantax Advisory Services | New Richmond, WI | Mar 2019 - Current | 5 |
| Rush2harvest - Farming And Land Lease | Spring Valley, WI | Jul 2018 - Current | 5 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2008 - Mar 2019 | 10 |
| Lake Elmo Bank | Lake Elmo, MN | Jul 2007 - Mar 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2009 |
- WI
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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