Mackenzie C Rickman
Investment adviser representative at Naples Wealth Planning
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$226.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Naples Wealth PlanningJan 2025 to now
- Imprint Wealth LLC d/b/a Naples Wealth StrategiesJul 2023 to now
- Naples Insurance Strategies, LLCJan 2019 to now
- Laidlaw Wealth Management dba Naples Wealth PlanningOct 2020 to Jul 2023
- Captialrock Financial, LLC d/b/a Naples Wealth PlanningOct 2017 to Oct 2020
- Capital Wealth Planning, LLCApr 2017 to Oct 2020
- Stifel Nicolaus & Co IncOct 2008 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (FL).
Naples Wealth Planning
Legal name: Naples Wealth Planning, LLC
$226.9MAssets managed
226Clients
8Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4189721
- Firm CRD
- 330316