MM
Mackenzie B. Martin
CETERA INVESTMENT ADVISERS LLC
West Linn, OR 97068
Some features on this profile are disabled
CRD#: 5229177
MM
Professional summary
Mackenzie Brittain Martin, who also goes by Mackenzie Brittain Bolin, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in West Linn, Oregon and CETERA WEALTH SERVICES, LLC located in West Linn, Oregon.
Mackenzie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Mackenzie has worked at 6 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mackenzie Brittain Bolin
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 11/2006; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: ROSE CITY POLO CLUB; INVESTMENT RELATED: NO; ADDRESS: MOLALLA, OR 97038; NATURE OF BUSINESS: POLO CLUB; START DATE: 07/2023; POSITION/TITLE/RELATIONSHIP: SECRETARY; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: TAKE MEETING NOTES DURING OFFICER MEETINGS, PARTICIPATE IN STRATEGIC PLANNING FOR THE CLUB'S CALENDAR AND GOALS FOR THE YEAR, FILL GOPHER HOLES WITH DIRT, RUN THE TRACTOR, SPREAD GRASS SEED, WATER THE FIELD, BUILD HOTWIRE PENS, CLEAN UP GARBAGE AFTER TOURNAMENTS AND CLINICS. 3. NAME OF OTHER BUSINESS: FMB ACRES, LLC; INVESTMENT RELATED: NO; ADDRESS: OREGON CITY, OR 97045; NATURE OF BUSINESS: TIMBERLAND; START DATE: 09/2022; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: SUPERVISE CO-OWNERS DAY-TO-DAY OPERATIONS - PARTNERSHIP ENTITY THAT HOLDS 25 ACRES OF TIMBERLAND BEHIND MY PRIMARY RESIDENCE; 4. NAME OF OTHER BUSINESS: OREGON STATE COLLEGE OF VETERINARY MEDICINE; INVESTMENT RELATED: NO; ADDRESS: CORVALLIS, OR 97331; NATURE OF BUSINESS: COLLEGE OF VETERINARY MEDICINE; START DATE: 02/2018; POSITION/TITLE/RELATIONSHIP: EDUCATIONAL INSTRUCTOR; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: PART TIME EDUCATIONAL INSTRUCTOR - I DO THIS ONCE A YEAR FOR TWO HOURS ONLY; 5. NAME OF OTHER BUSINESS: CATALYST ADVISORY GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 04/2012; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING SERVICES - I USE THIS DBA FOR ALL OF MY SECURITIES AND INSURANCE BUSINESS; 1. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Mackenzie Brittain Martin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 5, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1800 Blankenship Rd. Suite 200, Unit 215, West Linn, OR 97068RIA
CRD#: 105644
West Linn, OR
Current
September 5, 2023 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1800 Blankenship Rd Suite 200, Unit 215, West Linn, OR 97068BD
CRD#: 13572
West Linn, OR
Past
May 17, 2010 - August 19, 2015
EXECUTIVE INVESTMENT SERVICES, LLC
RIA
CRD#: 152410
LAKE OSWEGO, OR
Past
January 5, 2010 - September 6, 2023
INDEPENDENT FINANCIAL GROUP, LLC
RIA
CRD#: 7717
West Linn, OR
Past
January 5, 2010 - September 6, 2023
INDEPENDENT FINANCIAL GROUP, LLC
BD
CRD#: 7717
West Linn, OR
Past
March 3, 2009 - January 7, 2010
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
PORTLAND, OR
Past
March 3, 2009 - January 7, 2010
CRI SECURITIES, LLC
RIA
CRD#: 22589
PORTLAND, OR
Past
October 3, 2006 - January 7, 2010
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
PORTLAND, OR
Past
October 3, 2006 - January 7, 2010
CRI SECURITIES, LLC
BD
CRD#: 22589
PORTLAND, OR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(9/5/2023)
RR
Arizona(9/5/2023)
RR
California(9/5/2023)
RR
Illinois(9/5/2023)
RR
North Carolina(9/5/2023)
RR
Ohio(9/6/2023)
IAR
Oregon(9/5/2023)
RR
Oregon(9/12/2023)
RR
Vermont(11/2/2023)
RR
Washington(9/5/2023)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
