Mackenzie
Bekeza
Rfg Advisory, LLC
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About this Advisor
Mackenzie Bekeza is a financial advisor based in Colorado Springs, Colorado, working with Rfg Advisory, LLC. Mackenzie has previously held positions at Castle Rock Investment Company, Houchens Food Group, Pepino Studios, LLC, Firehouse Subs, Cascade Financial Management, Inc, Millennial Wealth Management, LLC, Accelerated Wealth Advisors, LLC, Accelerated Wealth, LLC, Reaching The Stars Center For Autism, Inc, and Rfg Advisory, LLC Dba Confidence Financial Partners. Mackenzie has passed the Series 65 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Mackenzie is part of Rfg Advisory, LLC, which operates out of Colorado Springs, Colorado. The firm has 46 offices and 195 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Rfg Advisory, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rfg Advisory, LLC Brokerage Details
$3,859,253,984
195
17,871
$215,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Mackenzie Bekeza Work History
Rfg Advisory, LLC Dba Confidence Financial Partners
Accelerated Wealth Advisors, LLC
Accelerated Wealth, LLC
Reaching The Stars Center For Autism, Inc
Millennial Wealth Management, LLC
Cascade Financial Management, Inc
Castle Rock Investment Company
Houchens Food Group
Pepino Studios, LLC
Firehouse Subs
Disclosures
Please visit the SEC profile of Mackenzie Bekeza to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rfg Advisory, LLC
Birmingham, AL
Saint Louis, MO
Colorado Springs, CO
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Birmingham, AL
Colorado Springs, CO
Saint Louis, MO
Southlake, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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