MS
MS

Mackenzi Elizabeth Springer

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

350 Linden Oaks, Suite 140, Rochester, NY, 14625

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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

Mackenzi works as an Investment Advisor Representative at Novem Group, dedicating full-time hours to this role. She is also an insurance agent with APFS Rochester, spending minimal time on this activity, and a Registered Representative with OSAIC Wealth, Inc., dedicating about a quarter of her time.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
October 2024 - Present · 1 yr 4 mos
Novem Group
March 2019 - Present · 6 yrs 11 mos
Previous Registrations
American Portfolios Financial Services, INC.Broker
December 2019 - October 2024 · 4 yrs 10 mos
State Registrations17 states
AZCACOFLGAILINMAMDNCNHNYOHPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.