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Mackenzie Joy Snader

Mackenzie J. Snader

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CRD#: 6708776
Mackenzie Joy Snader

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 Joy Snader, CFP®, who also goes by Mackenzie Joy Martin, Mackenzie Snader, was a registered financial professional .

Mackenzie is a previously registered financial professional and started their career in finance in 2016. Mackenzie had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Mackenzie Joy Martin | Mackenzie Snader

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.
(dba) EVERENCE FINANCIAL; Investment Related; 960 East Main St, Mount Joy, PA 17552; Financial Consultant; Start Date 05/2018; 120 hours per month with the majority of those hours per month occurring during trading hours; As an employee of Everence, I provide investment and financial planning services through Everence Trust Company, a federally chartered savings bank, insurance (med-supp, fixed annuities, life insurance, long-term care insurance) and charitable planning services through Everence Foundation. Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group or its affiliates. >> POWER OF ATTORNEY (POA); Non-Investment Related; Residence; Financial Power of Attorney; Secondary POA/Daughter; Start Date 3/2018; No hours per month; If my parents are unable to serve as POAs for each other, I am listed in their estate plan as the backup financial POA. >> ATLANTIC COAST CONFERENCE OF MENNONITE CHURCH USA (ACC); Non-investment Related; 2257 Old Philadelphia Pike, Lancaster, PA 17602; Other; Finance Committee - Volunteer; Start Date 9/2021; 3 hours per month with none of those hours occurring during trading hours; Serve as a volunteer on the ACC's finance committee, provide feedback on annual budget-building process and track incoming donations from member congregations.

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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®
CFP®

Certified Financial Planner

Start date: 2022

Experience

Past

May 18, 2018 - September 30, 2019

EVERENCE TRUST COMPANY

RIA
CRD#: 113179
Mount Joy, PA
Past

December 8, 2016 - December 31, 2024

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
Mount Joy, PA
Past

October 26, 2016 - December 31, 2024

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
Mount Joy, PA

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
RR
IAR
Series 66
Date: 12/8/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/26/2016
General Securities Representative Examination

Current Firm

ET
EVERENCE TRUST COMPANY
EVERENCE TRUST COMPANY | MMA TRUST COMPANY

CRD#: 113179 / SEC#: 801-60293

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Contact information

Main Address
1110 North Main Street, Goshen, IN 46528
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (3/28/2019)
WRAP FEE PROGRAM (3/28/2019)

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

EVERENCE TRUST COMPANY

CRD#: 113179

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