Mackenzie Rickman (CRD# 4189721) is an Investment Advisor Representative working at Imprint Wealth LLC in Mount Pleasant, SC and has over 23 years of experience in the finance industry. Mackenzie Rickman 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# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Imprint Wealth Llc D/b/a Naples Wealth Strategies | Naples, FL | Jul 2023 - Current | < 1 |
Naples Insurance Strategies, LLC | Naples, FL | Jan 2019 - Current | 5 |
Laidlaw Wealth Management Dba Naples Wealth Planning | Naples, FL | Oct 2020 - Jul 2023 | 2 |
Captialrock Financial, Llc D/b/a Naples Wealth Planning | Naples, FL | Oct 2017 - Oct 2020 | 3 |
Capital Wealth Planning, LLC | Naples, FL | Apr 2017 - Oct 2020 | 3 |
Stifel Nicolaus & Co Inc. | Columbia, MO | Oct 2008 - Mar 2017 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2000 |
- FL
-
Total Assets Under Management709MILLIONS
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Total Number of Accounts2,142ACCOUNTS
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Average Account Value$331,042
- A percentage of assets under your management
- 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)
CA, FL, GA, NY, PA, SC, TX
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