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Mackenzie Roers Nelson

Focus Partners Wealth, LLC

Hingham, MA

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Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-08-16
  • MA RA
    APPROVED
    Since 2022-08-16

Branch Locations

50 Derby Street Suite 200, Hingham, MA 02043 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2014 07/2018
Northwestern Mutual Investment Services Llc Mendota Hts MN 03/2015 06/2017
Northwestern Mutual Wealth Management Company Milwaukee WI 02/2017 07/2018
Northwestern Mutual Investment Services Llc Boston MA 06/2017 07/2018
The Colony Group, Llc Boston MA 07/2018 Present
  • 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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-05-18
  • S63 Uniform Securities Agent State Law Examination
    2015-05-18
Designations
Other Names
  • Mack Nelson

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ONE CHARLES PRIVATE WEALTH
PATRIOT MULLARE ASSOCIATES, INC
ALLEGIANCE FINANCIAL SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RAYMOND JAMES & ASSOCIATES, INC.
GORMAN FINANCIAL MANAGEMENT

Other Investors

FRANK O'BRIEN
PATRICK JOSEPH LANGAN
PATRICK J MCAULIFFE
Bryan K Turner
Daniel David Le
Christopher E Fahey
Andrew DAMIEN Burns
DAVID G CAPELLE

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HINGHAM, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HINGHAM, MA
ONE CHARLES PRIVATE WEALTH · HINGHAM, MA
PATRIOT MULLARE ASSOCIATES, INC · HINGHAM, MA
ALLEGIANCE FINANCIAL SERVICES, INC. · HINGHAM, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Hingham, MA
GLOBAL VIEW CAPITAL MANAGEMENT LLC · HINGHAM, MA
RAYMOND JAMES & ASSOCIATES, INC. · Hingham, MA

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