Mckenzie
Oliger
Parcion Private Wealth LLC
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About this Advisor
Mckenzie Oliger is a financial advisor working in Bellevue, Washington who has 1 year of relevant experience. Oliger is currently employed by Parcion Private Wealth LLC. Their career trajectory has included roles at Morgan Stanley, Expeditors, Parcion Private Wealth LLC, Universtiy Of Redlands and Holy Names Academy. Oliger has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Washington. Parcion Private Wealth LLC is a financial advisory firm operating out of Bellevue, WA. It administers $2 billion in assets between its 1,221 client accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 1,221 customer accounts, 44% are held by high-net-worth investors who have more than $1 million in assets. The business offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually are based on the type of financial services provided. However, fee types charged by Parcion Private Wealth LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Parcion Private Wealth LLC Brokerage Details
$1,745,409,940
28
1,221
$1,429,492
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Mckenzie Oliger Work History
Mckenzie has been registered as a financial advisor for 1 years.*
Parcion Private Wealth LLC
Morgan Stanley
Expeditors
Universtiy Of Redlands
Holy Names Academy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mckenzie Oliger 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 Parcion Private Wealth LLC
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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