Sean McKenzieCRD Number: 6236404
Current Firm: Transamerica Financial Advisors, Inc.
Sean McKenzie (CRD# 6236404) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Maumee, OH and has 1 year of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Transamerica Financial Advisors, Inc.||Maumee, OH||Aug 2013 - Current||3|
|World Financial Group, Inc.||Maumee, OH||May 2013 - Current||4|
|Wildwood Environmental Academy||Maumee, OH||Jun 2010 - Nov 2014||4|
|Swanton Schools||Swanton, OH||Jul 2011 - Sep 2013||2|
|Perrysburg Schools||Perrysburg, OH||Jun 2008 - Jun 2010||2|
|Max And Ermaapos;s Restaurant||Maumee, OH||Oct 2003 - Oct 2008||5|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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