Mackenzie Roers Nelson

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 05/2014 → 07/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 03/2015 → 06/2017
  Northwestern Mutual Investment Services Llc
  Mendota Hts, MN
• 02/2017 → 07/2018
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 06/2017 → 07/2018
  Northwestern Mutual Investment Services Llc
  Boston, MA
• 07/2018 → Present
  The Colony Group, Llc
  Boston, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-05-18

Designations

• Certified Financial Planner

Other Names

• Mack Nelson