Mac Kenzie Provost
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Battle Lake, MN 56515
Credentials
CFP®, Series 66
Industry experience
10 years
About
Mac Kenzie Provost is a CFP®-designated financial advisor with Edward Jones, based in Battle Lake, MN, and has 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
General retirement planning
Multi-generational wealth transfer
Retirement withdrawal strategies
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
110 Henning Street West, Suite 120
Battle Lake, MN 56515
Most active in
Mac Kenzie P has reported serving >5 clients in these states in the last 12 months.
Minnesota · Texas
Work history
Edward Jones
2015 - Present (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Richard C
Series 63
Battle Lake, MN
Ameriprise
Richard Condiff is a financial advisor with Ameriprise in Battle Lake, MN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he co-owns RJG Services Inc., a business focused on office support and administration. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Peter S
Series 63, Series 65
Underwood, MN
Thrivent Investment Management
Peter Seltz is a financial advisor at Thrivent Investment Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Principal Securities Inc. and Principal Life Insurance Company. Seltz is based in Minneapolis, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.
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