Mackenzie Moen Richards
Investment adviser representative at Sk Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$639MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Sk Wealth Management, LLCFeb 2021 to now
- Commonwealth Financial NetworkMar 2018 to now
- Citizens Securities, Inc.Jun 2017 to Mar 2018
- LPL Financial LLCNov 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (RI).
Sk Wealth Management, LLC
$639MAssets managed
323Clients
6Advisers
27 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
- 6031168
- Firm CRD
- 109114