Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mackenzie? Claim Your ProfileMackenzie Bridgeland is a financial advisor with over 18 years of experience in the financial services industry. Mackenzie is currently registered with LPL Financial LLC, and has been with the firm since August 2021. Mackenzie has a strong background in financial planning and investment management. She has worked at BMO Harris Financial Advisors, Inc., and M&I Financial Advisors, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
08/31/2021 - Present
LPL Financial LLC (Milwaukee WI)
WI
01/28/2014 - 05/04/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)
WI
08/01/2012 - 08/28/2013
BMO HARRIS FINANCIAL ADVISORS, INC. (BROOKFIELD WI)
WI
10/01/2002 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (BROOKFIELD WI)
WI
07/19/2002 - 10/04/2002
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 09/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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