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Mckenzie Lee Gilby

Edward Jones

New Richland, MN

Albert Lea, MN

CRD 7620676

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-05-31
MN RA APPROVED 2024-05-14
  • TX RA
    APPROVED_RES
    Since 2024-05-31
  • MN RA
    APPROVED
    Since 2024-05-14

Branch Locations

New Richland, MN • United States

126 South Washington, Albert Lea, MN 56007 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Curt's Pharmacy Albert Lea MN 07/2014 03/2017
Strike Zone Northwood IA 11/2019 03/2021
Curt's Long Term Care Pharmacy Albert Lea MN 05/2021 08/2022
Shopko Austin MN 01/2017 06/2017
Strike Zone Northwood IA 01/2019 05/2019
Smartfill Austin MN 06/2017 05/2018
Mayo Clinic Albert Lea MN 10/2020 05/2021
Medicap Austin MN 12/2019 04/2020
Curt's Pharmacy Albert Lea MN 04/2019 12/2019
Albert Lea Bus Company Albert Lea MN 08/2022 09/2022
Edward Jones Albert Lea MN 09/2022 Present
Stay At Home Mom Rose Creek MN 05/2018 01/2019
  • 07/2014 → 03/2017
    Curt's Pharmacy
    Albert Lea, MN
  • 11/2019 → 03/2021
    Strike Zone
    Northwood, IA
  • 05/2021 → 08/2022
    Curt's Long Term Care Pharmacy
    Albert Lea, MN
  • 01/2017 → 06/2017
    Shopko
    Austin, MN
  • 01/2019 → 05/2019
    Strike Zone
    Northwood, IA
  • 06/2017 → 05/2018
    Smartfill
    Austin, MN
  • 10/2020 → 05/2021
    Mayo Clinic
    Albert Lea, MN
  • 12/2019 → 04/2020
    Medicap
    Austin, MN
  • 04/2019 → 12/2019
    Curt's Pharmacy
    Albert Lea, MN
  • 08/2022 → 09/2022
    Albert Lea Bus Company
    Albert Lea, MN
  • 09/2022 → Present
    Albert Lea, MN
  • 05/2018 → 01/2019
    Stay At Home Mom
    Rose Creek, MN
Other Businesses

MRCI WorkSource Type of business: Caregiver Mankato, MN Start date: 7/2/2025 CFSS Hours per week: 40 Hours during trading: 0 Caregiver for disabled child, Jaxson, 3.25 hours per day/7 days a week.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-13
  • S66 Uniform Combined State Law Examination
    2024-05-13
Other Names
  • Mckenzie Lee Eklund

View on SEC IAPD

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