Patrio D. Mckenzie
Professional summary
Patrio David Mckenzie, who also goes by Patrio Mckenzie, is a registered financial advisor currently at PROPER MONEY MANAGEMENT LLC located in Lakewood, Colorado.
Patrio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Patrio has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrio David Mckenzie's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 28, 2024 - Present
PROPER MONEY MANAGEMENT LLC
July 5, 2023 - January 4, 2024
TRANSAMERICA FINANCIAL ADVISORS, LLC
January 4, 2021 - January 4, 2024
TRANSAMERICA FINANCIAL ADVISORS, LLC
May 26, 2016 - October 2, 2020
BANKERS LIFE SECURITIES, INC.
August 13, 2012 - May 26, 2016
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/28/2024)
Exams
Current Firm
PROPER MONEY MANAGEMENT LLC
CRD#: 329724 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 9 |
| AUM (Assets Under Management) | $ 1,133,574 |
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.
