MR
CFP
MR
CFP

Mackenzie C Rickman

25 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
358 clients
Average Client Portfolio
$995K average
Assets Under Management
$356.3M

Fee Structure

Minimum Investment:$250K
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Location

1016 Collier Center Way, Suite 201, Naples, FL, 34110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mackenzie works as an insurance agent for Naples Insurance Strategies since 2019, spending minimal time on this activity. This activity is investment-related.

Employment History
Current Registrations
Naples Wealth Planning
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Imprint Wealth LLC
July 2024 - September 2024 · 2 mos
Imprint Wealth LLC
July 2023 - June 2024 · 11 mos
Laidlaw Wealth Management LLC
October 2020 - August 2023 · 2 yrs 10 mos
Naples Wealth Planning
December 2017 - December 2020 · 3 yrs
Naples Wealth Planning
December 2017 - December 2017 · 0 mos
Capital Wealth Planning, LLC
June 2017 - December 2020 · 3 yrs 6 mos
Stifel, Nicolaus & Company, Incorporated
December 2009 - April 2017 · 7 yrs 4 mos
Stifel, Nicolaus & Company, IncorporatedBroker
October 2008 - April 2017 · 8 yrs 6 mos
Wachovia Securities, LLCBroker
January 2008 - October 2008 · 9 mos
A. G. Edwards & Sons, INC.Broker
November 2004 - January 2008 · 3 yrs 2 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2001 - December 2004 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2000 - December 2004 · 4 yrs 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Mackenzie C Rickman - Financial Advisor | TrueAdvisor