Mackenzi Elizabeth Springer
Investment adviser representative at Novem Group
14 yearsExperience
15 statesRegistered in
$1.7BFirm assets
15 yearsFirm in business
Are you Mackenzi Elizabeth Springer? Claim your profile
Contact this firm
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
14 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- Novem GroupApr 2018 to now
- American Portfolios Financial ServicesApr 2018 to Oct 2024
- Studco Building SystemsFeb 2017 to Apr 2018
- Woodhouse Day SPASep 2016 to Apr 2017
- St John Fisher CollegeSep 2014 to Dec 2017
- Kobe Japanese Steak & SushiAug 2012 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 15 states (AZ, CA, FL, GA, IL, MA, MD, NC, NH, NY, OH, PA, SC, TX, VA).
Novem Group
$1.7BAssets managed
3,653Clients
32Advisers
15 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
- 6939365
- Firm CRD
- 158964