MK
Mckenzie Kruse-pillsbury
LIFETYME FINANCIAL ADVISORS
Scottsdale, AZ 85260
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CRD#: 7776900
MK
Professional summary
Mckenzie Kruse-pillsbury is a registered financial advisor currently at LIFETYME FINANCIAL ADVISORS, LLC located in Scottsdale, Arizona.
Mckenzie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Mckenzie has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
LIFETYME FINANCIAL GROUP LLC; INV REL; INS AGENT; SCOTTSDALE, AZ; INS SALES AND SERVICES; 02/2023; 50% OF TIME SPENT IN THIS PRACTICE. BIO-ELITE TRAINING SYSTEMS; NOT INV REL; COO/CFO; FOUNTAIN HILLS, AZ; HEALTH AND WELLNESS BUSINESS; 03/2025; APPROX 30% OF TIME IN THIS BUSINESS.
CRS (Client Relationship Summary) - RIA
Click below to view Mckenzie Kruse-pillsbury'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
July 10, 2023 - Present
LIFETYME FINANCIAL ADVISORS, LLC
Office #1: 14362 N. Frank Lloyd Wright Blvd. Suite 1240, Scottsdale, AZ 85260RIA
CRD#: 159809
Scottsdale, AZ
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.Highlighted states indicate IAR registrations
IAR
Alaska(10/4/2023)
IAR
Arizona(7/10/2023)
IAR
California(9/22/2025)
IAR
South Carolina(6/14/2024)
IAR
Texas(1/26/2024)
Current Firm
LF
LIFETYME FINANCIAL ADVISORS, LLC
ALLSTAR FINANCIAL ADVISORS, LLC | LIFETYME FINANCIAL ADVISORS, LLC
CRD#: 159809 / SEC#:
Alaska
Registered Investment Advisory firm - (12/17/2021 Approved)Arizona
Registered Investment Advisory firm - (1/11/2012 Approved)California
Registered Investment Advisory firm - (7/7/2014 Approved)Colorado
Registered Investment Advisory firm - (5/12/2017 Approved)Connecticut
Registered Investment Advisory firm - (6/16/2015 Approved)District of Columbia
Registered Investment Advisory firm - (6/15/2021 Terminated)Florida
Registered Investment Advisory firm - (8/18/2015 Approved)Georgia
Registered Investment Advisory firm - (8/8/2018 Approved)Illinois
Registered Investment Advisory firm - (5/7/2020 Approved)Maryland
Registered Investment Advisory firm - (7/19/2021 Terminated)Minnesota
Registered Investment Advisory firm - (6/16/2020 Approved)Nevada
Registered Investment Advisory firm - (7/14/2021 Terminated)New Jersey
Registered Investment Advisory firm - (3/9/2018 Approved)Pennsylvania
Registered Investment Advisory firm - (6/16/2021 Terminated)South Carolina
Registered Investment Advisory firm - (3/9/2018 Approved)Texas
Registered Investment Advisory firm - (10/18/2018 Approved)Virginia
Registered Investment Advisory firm - (7/8/2021 Terminated)West Virginia
Registered Investment Advisory firm - (6/15/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14362 N. Frank Lloyd Wright Blvd. Suite 1240, Scottsdale, AZ 85260
Mailing Address
Phone number
(602) 774-4735
Established
Firm type
Fiscal year end
# of Employees
7
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
