Natan Mckenzie
Investment adviser representative at Navy Federal Investment Services, LLC
12 yearsExperience
12 statesRegistered in
$2.1BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Navy Federal Financial Group, LLCApr 2026 to now
- Navy Federal Investment Services, LLCApr 2026 to now
- Pix R UsMar 2019 to now
- Centaurus Financial Inc.Dec 2020 to Apr 2026
- T-mobileJul 2018 to Feb 2019
- New York LifeFeb 2017 to Jan 2020
- Livewell FinancialJan 2017 to Mar 2017
- Gaurdian LifeJul 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 12 states (AR, CT, FL, GA, KS, MD, ME, NC, PA, RI, TX, VA).
Navy Federal Investment Services, LLC
$2.1BAssets managed
7,424Clients
160Advisers
19 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
- 6374050
- Firm CRD
- 138459