Mckenzie E. Kleinhenz
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Mckenzie Erin Kleinhenz, CFP®, who also goes by Mckenzie Erin Healy, was a registered financial professional .
Mckenzie is a previously registered financial professional and started their career in finance in 2010. Mckenzie had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2017
Experience
August 25, 2021 - June 20, 2022
SAGESPRING WEALTH PARTNERS
August 12, 2021 - May 13, 2022
RAYMOND JAMES FINANCIAL SERVICES, INC.
August 25, 2015 - October 3, 2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
March 3, 2011 - March 20, 2015
PIMCO INVESTMENTS LLC
October 22, 2010 - March 29, 2011
MORGAN STANLEY & CO. LLC
Primary Firm SEC Registration
SAGESPRING WEALTH PARTNERS
CRD#: 283515 / SEC#: 801-107971
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SAGESPRING WEALTH PARTNERS
CRD#: 283515 / SEC#: 801-107971
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,811 |
| AUM (Assets Under Management) | $ 6,485,071,326 |
Red Flags
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