Advisor at Wedbush Securities Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wedbush Securities Inc.
Location
Denver, CO 80237
Credentials
Series 63, Series 65
Industry experience
1 year
Collin Mc Kenzie is a financial advisor at Wedbush Securities Inc. in Denver, CO, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Charles Schwab and McKenzie & Snyder LLP. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes and managed account solutions. The firm combines broker-dealer and capital markets functions with clearing, custodial, and prime services, supporting commodities and derivatives activities.
Based on Wedbush Securities Inc.
Based on Wedbush Securities Inc.
$0 - $250,000: 3.00% $250,001 - $500,000: 2.80% $500,001 - $1,000,000: 2.50% $1,000,001 - $3,000,000: 1.90% $3,000,001 - $5,000,000: 1.60% $5,000,001+: Negotiable
Transaction-based fees for Discretionary Managed Transactional (DMT) accounts; commissions retained by WS when acting as broker
Account minimum: $25,000 Minimum fee: $250 annually for DMI-IC accounts; $500 annually for SDI-IC accounts; $1,000 annually for MMA, SMA, UMA accounts Fee-only: Financial Planning fees charged separately based on complexity and time allocated; negotiable fees for advisory services
Metropoint I, 4600 So. Ulster St #1350
Denver, CO 80237
Colorado
Wedbush Securities
2025 - Present (1 year)
Charles Schwab
2024 - 2025 (1 year)
Unemployed
2024 - 2024 (1 year)
Unemployed
2023 - 2024 (1 year)
Mckenzie & Snyder LLP
2023 - 2023 (1 year)
Unemployed
2022 - 2023 (1 year)
The Woodcreek Club
2022 - 2022 (1 year)
Unemployed
2021 - 2022 (1 year)
Pro-Clean Car Wash and Detailing
2019 - 2020 (1 year)
Four Bridges Country Club
2017 - 2021 (4 years)
Unemployed
2017 - 2017 (1 year)
Courts 4 Sports
2017 - 2017 (1 year)
Unemployed
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®
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Skidmore Advisory Services, Inc.
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
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