Mackenzie Holly Theodora Parsons

Employer firm

Cornerstone Financial Planning, LLC CRD 129656

$401M regulatory AUM 58 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → Present
  Cornerstone Financial Planning
  Portland, ME
• 07/2022 → Present
  Cornerstone Financial Planning
  Portland, ME

Previous Registrations

• 2009-11-17 → 2010-09-30
  Smi Management & Research Llc
  Damariscotta, ME

Other Businesses

West Mountain Margarita LLC, Not Investment-Related, 6045 Reservoir Lane, Carrabassett Valley, ME, Nature of Business: Short-term rentals, Position - Managing Member/Owner, Start date: 08/25/2022, number of hours spent per month: 1 hour, number of hours spent during securities trading hours-0 hours. Duties: Managing AirBnb inquires, cleaning schedule, and representation at HOA.

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-10-07
• S65 Uniform Investment Adviser Law Examination
  2009-10-22

Designations

• Certified Financial Planner

Other Names

• Mackenzie Holly Arsenault
• Mackenzie Arsenault
• Mackenzie Holly Theodora Parsons