Mackenzie Bekeza (CRD# 6666241) is an Investment Advisor Representative working at Rfg Advisory, LLC in Colorado Springs, CO and has over 7 years of experience in the finance industry. Mackenzie Bekeza 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# 1036566
Buswell Associates, Inc.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Rfg Advisory, Llc Dba Confidence Financial Partners | Colorado Springs, CO | Jan 2024 - Current | < 1 |
Reaching The Stars Center For Autism, Inc. | Westlake, CA | Sep 2021 - Current | 2 |
Accelerated Wealth, LLC | Colorado Springs, CO | Jun 2021 - Jan 2024 | 2 |
Accelerated Wealth Advisors, LLC | Colorado Springs, CO | Apr 2021 - Jan 2024 | 2 |
Millennial Wealth Management, LLC | Broomfield, CO | Jan 2020 - Mar 2021 | 1 |
Unemployed | Denver, CO | May 2019 - Jan 2020 | < 1 |
Cascade Financial Management, Inc. | Denver, CO | Feb 2017 - May 2019 | 2 |
Unemployed | Larkspur, CO | Dec 2016 - Feb 2017 | < 1 |
Castle Rock Investment Company | Castle Rock, CO | Jun 2016 - Dec 2016 | < 1 |
Houchens Food Group | Bowling Green, KY | Aug 2015 - May 2016 | < 1 |
Pepino Studios, LLC | Brentwood, TN | May 2015 - Jul 2015 | < 1 |
Firehouse Subs | Bowling Green, KY | May 2014 - Apr 2015 | < 1 |
Unemployed | Brentwood, TN | Jan 2014 - May 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
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Total Assets Under Management3,859MILLIONS
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Total Number of Accounts17,871ACCOUNTS
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Average Account Value$215,951
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