Mackenzie Bridgeland, financial advisor Milwaukee WI
93 score

Mackenzie Bridgeland

CRD Number: 4548121
Current Firm: Bmo Harris Financial Advisors, Inc.

Mackenzie Bridgeland (CRD# 4548121) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Milwaukee, WI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Bmo Harris Financial Advisors Milwaukee, WI Nov 2013 - Current 3
Homemaking Muskego, WI Aug 2013 - Nov 2013 < 1
Bmo Harris Financial Advisors, Inc. Brookfield, WI Aug 2012 - Aug 2013 1
Bmo Harris Bank Na Milwaukee, WI Jul 2011 - Aug 2013 2
M&i Brokerage Services Milwaukee, WI Sep 2002 - Aug 2012 9
M&i Insurance Services Milwaukee, WI Sep 2002 - Aug 2012 9
M&i Trust Company Milwaukee, WI Sep 2002 - Aug 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Sep 2005
Contact Info for Mackenzie A. Bridgeland
Phone Number: 877-225-3863
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    11,801
    MILLIONS
  • Total Number of Accounts
    119,705
    ACCOUNTS
  • Average Account Value
    $98,584
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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