Mackenzie
Bekeza

Rfg Advisory, LLC

CRD#6666241
Investment Advisor
in Colorado Springs, CO

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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

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

555 Middle Creek Pkwy
Colorado Springs, CO 80921

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Rfg Advisory, LLC Brokerage Details

Total Assets Under Management

$3,859,253,984

CO Average: $1,620,585,161
Total Number of Employees

195

CO Average: 52
Total Number of Accounts

17,871

CO Average: 1,560
Average Account Size

$215,951

CO Average: $1,038,837

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

2024 - Present (1 year)

Rfg Advisory, LLC Dba Confidence Financial Partners

2021 - Present (4 years)

Reaching The Stars Center For Autism, Inc

2021 - 2024 (3 years)

Accelerated Wealth Advisors, LLC

2021 - 2024 (3 years)

Accelerated Wealth, LLC

2020 - 2021 (1 year)

Millennial Wealth Management, LLC

2017 - 2019 (2 years)

Cascade Financial Management, Inc

2016 - 2016 (< 1 year)

Castle Rock Investment Company

2015 - 2016 (1 year)

Houchens Food Group

2015 - 2015 (< 1 year)

Pepino Studios, LLC

2014 - 2015 (1 year)

Firehouse Subs

Created with Highcharts 6.0.7

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

Emily Donaldson
Saint Louis, MO
Mackenzie Bekeza
Colorado Springs, CO
Sean Cawley
Brentwood, TN
Sean Mccauley
Southlake, TX
Casey Marshall
Birmingham, AL
Christopher Rogers
Birmingham, AL
Zachary Wicker
Birmingham, AL
Susan Auer
Colorado Springs, CO

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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