linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Glenn Carrick McKenzie

Mighty OAK Strong America Investment Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Glenn? Claim Your Profile

About Glenn Carrick McKenzie

Glenn McKenzie is an investment advisor representative at Mighty Oak Strong America Investment Co. in Mechanicsburg, Pennsylvania. Glenn is a seasoned professional with over a decade of experience in the financial services industry. Glenn has held previous roles at Morgan Stanley Smith Barney and Mercer Allied Company, L.P., gaining valuable experience in investment advisory services. Glenn is registered as an investment advisor representative in Pennsylvania and has successfully completed the Series 7, Series 31 and Series 66 exams. Glenn offers portfolio management services for individuals and provides selection of other advisors. Glenn also specializes in providing financial planning advice to individuals and charitable organizations.

Firm Information

Glenn McKenzie is currently registered with Mighty OAK Strong America Investment Co.. Mighty OAK Strong America Investment Co. is a registered investment advisor located in MECHANICSBURG, PA, with 3 investment advisor representatives. The firm has $340,449,686 in regulatory assets under management and primarily serves high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Mighty OAK Strong America Investment Co. offers financial planning, portfolio management for individuals, and selection of other advisers.
Mighty OAK Strong America Investment Co.

940 CENTURY DRIVE

MECHANICSBURG, PA 17055-4376

$340.45M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Glenn McKenzie’s Registration & Firm History

PA

05/25/2023 - Present

Mighty OAK Strong America Investment Co. (MECHANICSBURG PA)

PA

08/10/2010 - 08/01/2012

MORGAN STANLEY SMITH BARNEY (PITTSBURGH PA)

PA

11/14/2003 - 04/01/2008

MERCER ALLIED COMPANY, L.P. (CANONSBURG PA)

Not sure if Glenn Carrick McKenzie is right for you?

Licenses & Designations

BOTH

Issued 09/02/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/21/2010

Series 31 - Futures Managed Funds Examination

BC

Issued 08/09/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Glenn Carrick McKenzie.
Not sure if Glenn Carrick McKenzie is right for you?