Kristen Lee Mackenzie

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 08/2014 → 09/2018
  College For Financial Planning
  Centennial, CO
• 09/2018 → 12/2018
  High Point Academy
  Aurora, CO
• 12/2018 → 04/2021
  Colorado Retirement Association
  Centennial, CO
• 04/2021 → 09/2021
  Unemployed
  Denver, CO
• 07/2022 → Present
  Lpl Financial
  Greenwood Village, CO
• 09/2021 → 07/2022
  Prosperion Financial Advisors
  Denver, CO

Previous Registrations

• 2013-07-12 → 2014-07-17
  Tiaa-Cref Individual & Institutional Services, Llc
  Denver, CO

Other Businesses

1-07/2022 / Prosperion Partners, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / GREENWOOD VILLAGE, CO 2-07/2022 / Prosperion Financial Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / GREENWOOD VILLAGE, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-09
• S63 Uniform Securities Agent State Law Examination
  2006-12-27

Other Names

• Kristen Lee Mackenzie
• Kristen Lee Mackenzie
• Kristen Lee Donahue