Investment adviser representative · Naples Wealth Planning
Mackenzie C. Rickman
CRD 4189721 · Bonita Springs, FL
At a glance
Mackenzie C. Rickman is an investment adviser representative with Naples Wealth Planning in Bonita Springs, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Mackenzie’s SEC record dates to 2001, about 25 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Naples Wealth PlanningSince January 2025Bonita Springs, FL · $227M in regulatory assets
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Mackenzie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 8 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.