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Mc Kenzie Jo Wall

Advisor at LPL Financial — Sauk Centre, MN 508 Main Street S

Updated today

Credentials

Series 66

Experience

2 years

Location

Sauk Centre, MN 56378

LPL Financial logo

LPL Financial

Institution

Total advisors

22,823

Across 10,503 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Mc Kenzie Wall is a financial advisor with LPL Financial and holds a Series 66 designation. She has two years of industry experience, previously working at Cetera and Minnesota National Bank. Outside of finance, she is involved with Heartland Painting, where she manages accounts payable, payroll, and reporting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Sauk Centre, MN 508 Main Street S

508 Main Street S Suite 9

Sauk Centre MN 56378

Advisors at this office

3

Most active in

Minnesota

Work history

2 years of industry experience

LPL Financial LLC

2026 - Present • 1 year

Sauk Centre, MN

Cetera

2024 - 2026 • 2 years

Sauk Center, MN

Cetera Investment Services Llc

2024 - 2026 • 2 years

St Cloud, MN

Heartland Painting

2023 - Present • 3 years

Sauk Centre, MN

Minnesota National Bank

2022 - 2026 • 4 years

Sauk Centre, MN

Cetera Investment Services Llc

2021 - 2026 • 5 years

St Cloud, MN

Minnesota National Bank

2018 - 2022 • 4 years

Sauk Centre, MN

Fletcher's Bait Shop

2017 - 2018 • 1 year

Sauk Centre, MN

Sauk Centre Secondary School

2013 - 2019 • 6 years

Sauk Centre, MN

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 who holds the PFS™ designation and Series 66 license, bringing 24 years of industry experience. He has worked at Cetera since 2021 and previously held roles at Voya Financial Advisors and his own firm, Anfinson Thompson & Co. He serves as a board member for Carris Health LLC and Centra Care Health, both nonprofit organizations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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 credentials and bringing 32 years of industry experience. He has been with Cetera Investment Services since 1996 and First National Bank of Sauk Centre since 1995. He serves as a board member of the Sauk Centre Area Community Foundation, assisting with the establishment of a new foundation. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and retirement planning services through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients, offering diverse portfolio management solutions including discretionary and non-discretionary options and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

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 position, she served as a Planning Consultant at Fidelity Investments from 2024 to 2025. Her career in financial services began as a Bank Teller at U.S. Bank between 2019 and 2020, followed by several roles at Ameriprise Financial including Financial Planning Assistant, Financial Planning Analyst, and Associate Financial Advisor from 2020 to 2024. She holds a California Insurance License which supports her work in financial planning and consulting. Emma emphasizes the importance of trust and open communication in building financial plans, focusing on understanding clients' goals and concerns to co-create personalized strategies that adapt through different stages of life. Outside of her professional life, Emma enjoys spending time at the beach, engaging in fitness activities, attending social events with friends, photography, and traveling.

General retirement planning Wealth management 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 in Melrose, MN, holding a Series 66 credential and 13 years of industry experience. She previously worked at Cuna Brokerage Services, Inc. for 10 years and has been associated with Central Minnesota Credit Union for over two decades. Outside of her advisory role, she is a co-owner of a farm under Cedarwood Ridge LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of investment approaches, including model portfolios and third-party asset management, supported by advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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