Mckenzie Lynn Ebbesen

Employer firm

Bason Asset Management CRD 165450

$849M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 09/2012 → 12/2017
  Raymond James Financial Services
  Greenwood Village, CO
• 09/2012 → 12/2017
  M.J. Smith & Associates
  Greenwood Village, CO
• 06/2017 → 12/2017
  Kaplan Financial
  Greenwood Village, CO
• 01/2018 → 12/2018
  Hightower Securities, Llc
  Chicago, IL
• 12/2018 → Present
  Bason Asset Management, Llc
  Lakewood, CO

Previous Registrations

• 2018-05-30 → 2019-01-11
  Hightower Advisors, Llc
  Valparaiso, IN
• 2013-05-06 → 2018-05-29
  M. J. Smith And Associates
  Greenwood Village, CO

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-08-31

Designations

• Certified Financial Planner

Other Names

• Mckenzie Lynn Ray
• Mckenzie Ray