Mckenzie Lynn Ebbesen
Investment adviser representative at Bason Asset Management
6 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$848.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
6 years in the industry.
- Bason Asset Management, LLCDec 2018 to now
- Hightower Securities, LLCJan 2018 to Dec 2018
- Kaplan FinancialJun 2017 to Dec 2017
- M.J. Smith & AssociatesSep 2012 to Dec 2017
- Raymond James Financial ServicesSep 2012 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 2 states (TX, WV).
Bason Asset Management
Legal name: Bason Asset Management LLC
$848.8MAssets managed
139Clients
2Advisers
10 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
- 5482156
- Firm CRD
- 165450