Ronald Andrew Mckenzie

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Wheeling, WV
• 11/2016 → 01/2023
  Wells Fargo Clearing Services, Llc
  Wheeling, WV
• 01/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Wheeling, WV

Previous Registrations

• 2003-07-01 → 2023-01-20
  Wells Fargo Clearing Services, Llc
  Wheeling, WV
  Wheeling, WV
  Fort Lauderdale, FL
  Wheeling, WV
  Fort Lauderdale, FL
• 2002-05-02 → 2003-07-01
  Prudential Equity Group, Llc
  Wheeling, WV

Other Businesses

MCKENZIE RIEDEL WEALTH MANAGEMENT, LLC, INVT RELATED, WHEELING WV, 50% OWNERSHIP, START DATE 01/23/2023, 10 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE, LLC RAMALQ, LLC, INVT RELATED, FT. LAUDERDALE, FL, 100% OWNERSHIP, START DATE 01/23/2023, 4 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE, LLC MCKENZIE RIEDEL WEALTH MANAGEMENT 401K, INV RELATED, WHEELING, WV, START: 3/1/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING, FINET PRACTICE 401K. M&R REALTY, LLC; INV RELATED;WHEELING,WV; BUSINESS PURPOSE;50% OWNERSHIP; START DATE: 05/06/2026; 5 HRS PER MONTH; - HRS DURING TRADING; M&R REALTY, LLC; INV RELATED;WHEELING,WV; BUSINESS PURPOSE;50% OWNERSHIP; START DATE: 05/06/2026; 5 HRS PER MONTH; - HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-27
• S63 Uniform Securities Agent State Law Examination
  1999-07-16

Other Names

• Andy Mckenzie