Mackensen & Company, Inc.

Mackensen & Company, Inc. (CRD# 107937) is a financial advisory firm headquartered in Hampton, NH. They manage $156,000,000 in 551 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    156
    MILLION
  • Total Number of Accounts
    551
    ACCOUNTS
  • Average Account Value
    $283,122
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, ME, NH

Financial Advisors at Mackensen & Company, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
David T. Mayes
CRD#: 4400889
380 Lafayette Road, Unit D, Hampton, NH 03842
96
Wealthminder
score

David Mayes (CRD# 4400889) is an Investment Advisor Representative working at Mackensen & Company, Inc. in Hampton, NH and has over 12 years of experience in the finance industry. David Mayes 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.

2
Steven T. Stokes
CRD#: 1405580
380 Lafayette Road, Unit D, Hampton, NH 03842
90
Wealthminder
score

Steven Stokes (CRD# 1405580) is an Investment Advisor Representative working at Mackensen & Company, Inc. in Hampton, NH and has 1 year of experience in the finance industry. Steven Stokes 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.

3
Jared H. Brock
CRD#: 5452396
380 Lafayette Road, Unit D, Hampton, NH 03842
81
Wealthminder
score

Jared Brock (CRD# 5452396) is an Investment Advisor Representative working at Mackensen & Company, Inc. in Hampton, NH and has over 8 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.