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MC

Mackenzie J. Chrystal

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CRD#: 6402326
MC

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.

Mackenzie James Chrystal, who also goes by Mac James Chrystal, Mac Chrystal, was a registered financial professional .

Mackenzie is a previously registered financial professional and started their career in finance in 2014. Mackenzie had worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mac James Chrystal | Mac Chrystal

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. GEN3 ADVISOR GROUP, LLC: 5923 TIPPECANOE RD, CANFIELD, OH 44406; PRESIDENT/COO: LIFE INSURANCE AND ANNUITY WHOLESALING OPERATION, MARCH 2014, CONTROL DAY TO DAY OPERATIONS, APPROXIMATELY 30 HOURS PER WEEK. 2. Partners In Prosperity, LLC: 5923 TIPPECANOE RD, CANFIELD, OH 44406; PRESIDENT/COO: LIFE INSURANCE AND ANNUITY WHOLESALING OPERATION FOR TRADE ASSOCIATIONS AND AFFINITY GROUPS, MARCH 2017, CONTROL DAY TO DAY OPERATIONS, APPROXIMATELY 10 HOURS PER WEEK. 2. PROMOTION AND ENGAGEMENT SERVICES CO-OP 7941 Ravenna Rd. Hudson, OH 44236; DIRECTOR: NON-PROFIT MARKETING, DIGITAL MEDIA, AND STAFFING COOPERATIVE FOR TRADE ASSOCIATIONS, NON-PROFITS, AND OTHER AFFINITY GROUPS, JANUARY 2015, APPROXIMATELY 2-3 HOURS PER WEEK.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 18, 2018 - August 9, 2022

MEMBERS WEALTH ADVISORS

RIA
CRD#: 298371
Canfield, OH
Past

June 29, 2015 - July 9, 2018

ADVANTAGE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 146236
HUDSON, OH
Past

October 14, 2014 - July 7, 2015

ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

RIA
CRD#: 162143
CANFIELD, OH

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/9/2014
Uniform Investment Adviser Law Examination

Current Firm


MW
MEMBERS WEALTH ADVISORS
MEMBERS INVESTMENT ADVISORY SERVICES, LLC | MEMBERS WEALTH ADVISORS

CRD#: 298371 / SEC#:

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Contact information


Main Address
7941 Ravenna Rd, Hudson, OH 44236
Mailing Address
Phone number
(234) 284-9236
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

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.

Company Information


MEMBERS WEALTH ADVISORS

CRD#: 298371

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