Marv  McKenzie,  CFP<sup>&reg;</sup> - Financial Advisor

Marv McKenzie, CFP®

CIMA®, CPWA®

Certified Private Wealth Advisor®

Ameriprise Financial LLC

6601 W Deschutes Ave, Ste E
Kennewick, WA 99336-7811
FINANCIAL ADVISOR'S WEBSITE
(866) 414-1690
(509) 737-1690

General

Marv McKenzie is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial LLC in Kennewick, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - CPWA® Certified Private Wealth Advisor®

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources