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Mckenzie Lynn Ebbesen

Bason Asset Management

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About Mckenzie Lynn Ebbesen

Mckenzie Lynn Ebbesen is an Investment Advisor Representative with Bason Asset Management, located in Lakewood, CO. McKenzie has been in the industry since 2009 and specializes in Financial Planning, Portfolio Management for Individuals, and Pension Consulting. McKenzie is also a Certified Financial Planner. Mckenzie has been registered with Bason Asset Management since 2018 and has previously worked with Hightower Securities, LLC and Raymond James Financial Services, Inc. McKenzie is licensed in Texas and West Virginia.

Firm Information

Mckenzie Ebbesen is currently registered with Bason Asset Management. Bason Asset Management is an investment advisor registered with the SEC and located in Lakewood, CO. They specialize in financial planning and portfolio management for high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Their website address is HTTP://WWW.BASONASSET.COM and their LinkedIn profile is https://www.linkedin.com/in/jamesdosborne. They manage approximately $700.6 million in assets for 780 clients.
Bason Asset Management

355 S. TELLER ST.

LAKEWOOD, CO 80226

$700.60M

Assets Under Management

Not reported

Total Clients

2

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Mckenzie Ebbesen’s Registration & Firm History

CO

09/08/2023 - Present

Bason Asset Management (LAKEWOOD CO)

IN

01/03/2018 - 01/11/2019

HIGHTOWER SECURITIES, LLC (VALPARAISO IN)

CO

09/27/2012 - 01/04/2018

RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)

CO

11/02/2011 - 09/21/2012

JANUS DISTRIBUTORS LLC (DENVER CO)

CO

04/01/2009 - 10/24/2011

RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BC

Issued 08/31/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mckenzie Lynn Ebbesen.
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