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Mc Kenzie Wall

Advisor at LPL Financial

Updated today

Location

Sauk Centre, MN 56378

Credentials

Series 66

Industry experience

1 year

About

Mc Kenzie Wall is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has worked in various roles including positions at Minnesota National Bank and Fresh Coat Painters. Outside of her advisory career, she is involved in administrative functions at Blue Barn Painting, a small business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering a range of portfolio management, financial planning, and fiduciary services.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

508 Main Street S Suite 9

Sauk Centre, MN 56378

Most active in

Minnesota

Work history

LPL Financial LLC

2026 - Present (1 year)

Cetera

2024 - 2026 (2 years)

Cetera Investment Services Llc

2024 - 2026 (2 years)

Heartland Painting

2023 - Present (3 years)

Minnesota National Bank

2022 - 2026 (4 years)

Cetera Investment Services Llc

2021 - 2026 (5 years)

Minnesota National Bank

2018 - 2022 (4 years)

Fletcher's Bait Shop

2017 - 2018 (1 year)

Sauk Centre Secondary School

2013 - 2019 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David A

PFS™, Series 66

Melrose, MN

Cetera

David Anfinson is a financial advisor with Cetera, holding the PFS™ and Series 66 designations and bringing 23 years of industry experience. His career includes roles at VOYA Financial Advisors and leadership at Anfinson Thompson Financial Services. Outside of advising, he serves on the boards of nonprofit organizations Carris Health LLC and Centra Care Health, and is involved in tax and accounting services through Anfinson, Thompson & Company, P.A. Cetera Investment Advisers supports a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and fiduciary services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Scott F

Series 63, Series 66

Osakis, MN

Thrivent Investment Management

Scott Fuhrman is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Fuhrman serves as a board member for both the Youth Educational Shooting Sports organization, which supports youth education in shooting sports, and the Fairmont Trap Club, a nonprofit shooting sports facility. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial plans covering a broad range of topics without portfolio management or implementation services.

Business ownership considerations
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Jacquelyn A

Series 66

Sauk Centre, MN

Ameriprise

Jacquelyn Alderman is a financial advisor with Ameriprise in Sauk Centre, MN, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Alderman serves as Treasurer and a board member for both the Sauk Centre Chamber of Commerce and the Sauk Centre Area Community Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Richard J

Series 63, Series 65

Sauk Centre, MN

Cetera

Richard Jennissen is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Cetera and its affiliated entities since 1996 and also works with First National Bank of Sauk Centre. Outside of his advisory role, he serves on the board of the Sauk Centre Area Community Foundation, assisting in establishing a new foundation. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement and institutional capabilities uncommon for a firm of its size.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Emma W

Series 66

Sauk Centre, MN

Fidelity

Emma Waller is a Financial Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she served as a Planning Consultant at Fidelity Investments starting in 2024. Emma's career in financial services began at Ameriprise Financial, where she progressed through several positions including Associate Financial Advisor from 2023 to 2024, Financial Planning Analyst from 2022 to 2023, and Financial Planning Assistant from 2020 to 2022. She also gained experience as a Bank Teller at U.S. Bank from 2019 to 2020. Emma holds a California Insurance License. Her approach to financial consulting emphasizes trust and open communication, focusing on understanding clients' goals and concerns to collaboratively develop personalized financial plans. Outside of her professional work, Emma enjoys activities such as beach outings, fitness, social events with friends, photography, and traveling.

General retirement planning Income planning Cash flow / budgeting Young Professionals Mid-Career Professionals
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Stephanie M

Series 66

Melrose, MN

LPL Financial

Stephanie Mayers is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2022, she worked for Cuna Brokerage Services, Inc. for ten years and has been involved with Central Minnesota Credit Union since 2002. Outside of her advisory role, she is a co-owner of a farm business in Melrose, MN. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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