Mckenzie Jane Frankel

Employer firm

Entrust Financial LLC CRD 174694

$351M regulatory AUM 18 advisory clients

Reported services (Item 5G)

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

• 03/2015 → Present
  Entrust Financial, Llc
  Wayne, PA

Previous Registrations

• 2009-08-19 → 2015-03-13
  Lincoln Investment
  Wayne, PA
  Horsham, PA
• 2009-06-01 → 2009-08-11
  Morgan Stanley
  Tampa, FL
• 2007-08-31 → 2009-06-01
  Morgan Stanley & Co. Llc
  Tampa, FL
• 2005-09-16 → 2007-08-29
  Ubs Financial Services Inc.
  Tampa, FL
  Tampa, FL

Other Businesses

1) ADOPTIONS FROM THE HEART; POSITION: TREASURER; NATURE: BOARD OF DIRECTORS; INVESTMENT RELATED; NO NUMBER OF HOURS: 6 INVESTMENT RELATED HOURS: 4; START DATE: 01/01/2013; ADDRESS: 30-31 HAMPSTEAD CIRCLE, WYNNEWOOD PA 19096; DESCRIPTION: REVIEW BALANCE SHEET AND REPORT TO THE BOARD OF DIRECTORS AND GIVE INPUT TO THE PRESIDENT TO HELP HER MAKE DECISIONS FOR THE OVERALL WELL-BEING OF THE ORGANIZATION, HELP TO CREATE FUNDRAISING ACTIVITIES, HELP TO INTERVIEW NEW BOARD MEMBERS. 2) NAWBO; POSITION: SECRETARY OF THE LOCAL CHAPTER BOARD; NATURE: SECRETARY OF BOARD; INVESTMENT RELATED: NO NUMBER OF HOURS: 15 INVESTMENT RELATED HOURS: 10; START DATE: 05/07/2013; ADDRESS: 1231 HIGHLAND AVENUE, FORT WASHINGTON PA 19034; DESCRIPTION: LEADERSHIP OF LOCAL CHAPTER, HELP TO MAKE PROGRAMS, INCREASE MEMBERSHIP.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-14

Designations

• Certified Financial Planner

Other Names

• Mckenzie A Brush
• Mckenzie Frankel
• Mckenzie Anne Frankel
• Mckenzie Brush