Mackenzie Karner Bekeza

Employer firm

Rfg Advisory, LLC CRD 158401

$7.97B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2016 → 12/2016
  Castle Rock Investment Company
  Castle Rock, CO
• 12/2016 → 02/2017
  Unemployed
  Larkspur, CO
• 02/2017 → 05/2019
  Cascade Financial Management, Inc.
  Denver, CO
• 05/2019 → 01/2020
  Unemployed
  Denver, CO
• 01/2020 → 03/2021
  Millennial Wealth Management, Llc
  Broomfield, CO
• 04/2021 → 01/2024
  Accelerated Wealth Advisors, Llc
  Colorado Springs, CO
• 06/2021 → 01/2024
  Accelerated Wealth, Llc
  Colorado Springs, CO
• 09/2021 → Present
  Reaching The Stars Center For Autism, Inc
  Westlake, CA
• 01/2024 → 10/2025
  Rfg Advisory, Llc Dba Confidence Financial Partners
  Colorado Springs, CO
• 10/2025 → Present
  Rfg Advisory Llc
  Colorado Springs, CO

Previous Registrations

• 2021-04-28 → 2024-01-08
  Accelerated Wealth Advisors Llc
  Colorado Springs, CO
• 2020-01-28 → 2021-03-11
  Millennial Wealth Management, Llc
  Broomfield, CO
• 2017-03-09 → 2019-05-23
  Cascade Financial Management, Inc.
  Denver, CO
  Denver, CO
• 2016-06-29 → 2016-12-02
  Castle Rock Investment Company
  Castle Rock, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-29

Designations

• Certified Financial Planner