Mackenzie Karner Bekeza
Investment adviser representative at Rfg Advisory, LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$8BFirm 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
- Seminars and workshops
Experience
10 years in the industry.
- Rfg Advisory, LLCJan 2024 to now
- Reaching the Stars Center for Autism, IncSep 2021 to now
- Rfg Advisory, LLC dba Confidence Financial PartnersJan 2024 to Oct 2025
- Accelerated Wealth, LLCJun 2021 to Jan 2024
- Accelerated Wealth Advisors, LLCApr 2021 to Jan 2024
- Millennial Wealth Management, LLCJan 2020 to Mar 2021
- UnemployedMay 2019 to Jan 2020
- Cascade Financial Management, Inc.Feb 2017 to May 2019
- UnemployedDec 2016 to Feb 2017
- Castle Rock Investment CompanyJun 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 3 states (AL, CO, TX).
Rfg Advisory, LLC
$8BAssets managed
17,410Clients
188Advisers
12 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
- 6666241
- Firm CRD
- 158401