Mackenzie Stephen Zajec

Current Employers

Employment History

• 07/2007 → 03/2019
  Lake Elmo Bank
  Lake Elmo, MN
• 06/2008 → 03/2019
  Cetera Advisor Networks Llc
  El Segundo, CA
• 03/2019 → 09/2025
  Avantax Investment Services, Inc.
  New Richmong, WI
• 03/2019 → 09/2025
  Avantax Insurance Services, Llc
  New Richmond, WI
• 03/2019 → 09/2025
  Avantax Advisory Services
  New Richmond, WI
• 07/2018 → Present
  Rush2Harvest - Farming And Land Lease
  Spring Valley, WI
• 07/2022 → Present
  Rush River Wealth Management Llc
  New Richmond, WI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Spring Valley, WI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-03-18 → 2025-09-05
  Avantax Advisory Services
  Stillwater, MN
  New Richmond, WI
  Spring Valley, WI
  Dallas, TX
• 2014-01-22 → 2019-03-22
  Cetera Wealth Services, Llc
  Oakdale, MN
  Stillwater, MN
  Stillwater, MN

Other Businesses

1) Rental Property~'NIR'~N8467 525TH ST~SPRING VALLEY~WI~54767~Rental Property~Owner~2/1/2018~2hrs~0hrs~Maintenance of property, collecting rent, advertisement of property, communication with renters. 2) RUSH2HARVEST - Farming and land lease~'NIR'~N8467 525TH ST~SPRING VALLEY~WI~54767~Other~Owner~7/25/2018~10hrs~0hrs~Building fence, communicating with lessee, signing contracts, collecting payment, depositing payment, working with county agencies in crop and forest production. 3) RUSH RIVER WEALTH MANAGEMENT LLC; POSITION: Owner NATURE: Attorney advised opening a business in order to pay employee, expenses for liability purposes INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/06/2022; 246 Tierney Drive, New Richmond WI 54017, US; Establishing for payroll and LLC protection as I hire my first employee. 4) TAX-SMART ADVISORY GROUP LLC POSITION: Member NATURE: Tax-Smart Advisory Group LLC is a Shared Services company for financial Advisors INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 02/28/2023 ADDRESS: 246 Tierney Drive, New Richmond WI 54017, United States DESCRIPTION: Deal with day to day operations for assisting financial advisors and to provide services that facilitate maintenance and growth of investment and advisory business. 5)SHED STORAGE INCOME POSITION: Owner NATURE: Vehicles, Farm Equipment, and storage items.This will disclose the rental of the shed on new property adjacent to my home N8418 525th StSpring Valley WI 54767? INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/28/2024 ADDRESS: 25 North Lake Street, Suite 210, Forest Lake MN 55025, United States DESCRIPTION: Making sure building is maintained if needed 6) RENTAL PROPERTY POSITION: Owner/joint occupant NATURE: Rental of upstairs, I am looking to rent out the extra room upstairs in the home I live in. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: 246 Tierney Drive, PO Box # 49, New Richmond WI 54017, United States DESCRIPTION: Rental Agreement for roommate, collect rent income, share the upstairs of my home, Maintenance of property, advertising of room for rent, Communication to renter. 7) NAME OF OTHER BUSINESS: MACKENZIE ZAJEC-RENTING CABIN; INVESTMENT RELATED: NO; ADDRESS: N3775 OLD 14 RD WEYERHAEUSER, WI 54895; NATURE OF BUSINESS: REAL ESTATE RENTAL; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0.25; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COLLECTING RENT, MAINTENANCE, RENTAL ACTIVITIES;

Exams

• S66 Uniform Combined State Law Examination
  2009-01-13

Designations

Other Names

• Mackenzie Zajec