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Mackenzie Marie Powell

Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 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 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

11 years in the industry.

  1. Ameriprise Financial Services, LLCJun 2025 to now
  2. UnemployedMay 2025 to Jun 2025
  3. New Wilmington NutritionFeb 2025 to May 2025
  4. Westminster CollegeAug 2024 to May 2025
  5. Ameriprise Financial Services, LLCMay 2024 to Aug 2024
  6. Westminster CollegeAug 2023 to May 2024
  7. Ameriprise Financial Services, LLCMay 2023 to Aug 2023
  8. Westminster CollegeAug 2022 to May 2023
  9. Schoolhouse TavernMay 2022 to Aug 2022
  10. Westminster CollegeAug 2021 to May 2022
  11. UnemployedMay 2021 to Aug 2021
  12. Penn Trafford School DistrictJan 2015 to May 2021

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (PA).

Ameriprise Financial Services, LLC

$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
7746237
Firm CRD
6363
Advisor's SEC record (opens in a new tab)
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