Mackenzie Martin
Mackenzie Martin is a registered investment advisor at Cetera Investment Advisers LLC, based in West Linn, OR, with 19 years of industry experience. Mackenzie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1800 Blankenship Rd. Suite 200, Unit 215, West Linn, OR, 97068
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mackenzie sells fixed insurance products as an insurance agent, dedicating a few hours per week to this activity. She also serves as secretary for Rose City Polo Club, co-owns FMB Acres LLC (timberland), is an educational instructor at Oregon State College of Veterinary Medicine, and is president of Catalyst Advisory Group (financial planning). Mackenzie also works as a financial professional for North Star Resource Group, spending about a quarter of her time on this.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Mccoy Foat Wealth Management Group, LLC
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Cri Securities, LLC
Securian Financial Services, INC.
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
State Registrations9 states
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