Mackenzie Zajec is a CFP-designated registered investment advisor, based in New Richmond, WI, with 17 years of industry experience.
Location
246 Tierney Drive, New Richmond, WI, 54017
Get directionsHistory
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 is an agent for Avantax Insurance Agency, LLC, selling equity indexed annuities, and helps clients decide which annuity is appropriate for them. She also owns rental property, a farming/land lease business, Rush River Wealth Management LLC, Tax-Smart Advisory Group LLC, and a shed storage rental business, dedicating about 10-20% of her time to insurance sales.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.