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Robert Stuart Mac Kenzie

Advisor at Ameriprise — Kosciusko, MS E Washington St

Updated today

Credentials

Series 63, Series 65

Experience

33 years

Location

Kosciusko, MS 39090

Ameriprise logo

Ameriprise

Institution

Total advisors

13,140

Across 4,276 offices

Clients per advisor

104 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Robert MacKenzie is a financial advisor at Ameriprise with 33 years of industry experience. He has been with Ameriprise since 2005, holding Series 63 and Series 65 credentials. Outside of his advisory work, he serves as president of the board of directors for Complete In Christ Ministries and manages a business focused on payroll management. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning advice through written recommendation reports and ongoing annual reviews.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Kosciusko, MS E Washington St

106 E Washington St

Kosciusko MS 39090

Advisors at this office

3

Most active in

Mississippi · Texas

Work history

33 years of industry experience

Ameriprise

2020 - Present • 6 years

Kosciusko, MS

Ameriprise Financial Services, Inc.

2005 - 2020 • 15 years

Kosciusko, MS

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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Morgan B

Series 66, Series 65, Series 63

Kosciusko, MS

Empower Advisory Group

Morgan Blailock is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66, Series 65, and Series 63 licenses. Prior to joining Empower Advisory Group, he worked briefly at Edward Jones and spent over a decade in homemaking. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plans and certain retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party planning methodologies, focusing on long-term portfolio returns and clients’ savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Michael H

Series 66

Kosciusko, MS

Empower Advisory Group

Michael Hatcher is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2025. His prior experience includes positions at Agia, Valic Financial Advisors, and Renasant Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Scicile L

Series 66

Kosciusko, MS

LPL Financial

Scicile Lindsay is a financial advisor with LPL Financial in Kosciusko, MS, holding a Series 66 designation and seven years of industry experience. She has been with LPL Financial since 2014 and also owns Lindsay CPA Firm, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, with a broad range of investment strategies implemented by its network of advisors.

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

Series 66

Kosciusko, MS

Ameriprise

Austin Parker is a financial advisor at Ameriprise with a Series 66 credential and three years of industry experience. Prior to joining Ameriprise in 2023, he held positions at the Social Security Administration and worked in education at Kosciusko Junior High School and Tishomingo County High School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, utilizing proprietary research and third-party data.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Sheridan M

Series 66

Kosciusko, MS

Ameriprise

Sheridan Mitchell is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018. Prior to that, he was employed at Hudspeth Regional Center and Mississippi State University. Ameriprise is an institutional firm that offers a retirement-income planning service for clients generally holding at least $1 million in investable assets. The firm provides comprehensive, research-backed recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brian D

Series 66

Kosciusko, MS

LPL Financial

Brian Davis is a financial advisor with LPL Financial in Kosciusko, MS, holding a Series 66 designation and eight years of industry experience. He previously worked at The Citizens Bank of Philadelphia for three years and is involved with Redbud Insurance Agency and Davis Tax Service, LLC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of financial planning and investment solutions, 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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