Advisor at Mach-1 Financial Group, LLC
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
Mach-1 Financial Group, LLC
Location
Rogers, AR 72758
Credentials
Series 65
Industry experience
< 1 year
Nicholas Mc Kenney is a financial advisor at Mach-1 Financial Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining Mach-1, he worked in various roles within the healthcare sector and university operations. Outside of his advisory role, he is involved in insurance sales through David A. Lee, Inc. Mach-1 Financial Group provides discretionary and non-discretionary asset management services to individuals, trusts, and business entities, including high-net-worth clients. The firm offers automated advisory solutions and integrates multiple third-party platforms to support retirement and estate planning, managing diversified portfolios through both in-house and third-party managers.
Based on Mach-1 Financial Group, LLC
Based on Mach-1 Financial Group, LLC
$0+: Up to 1.95% annually (maximum Mach-1 Fee; fees are negotiable) $0+: Up to 0.95% annually for Ascent automated advisory service $0+: Up to 1.30% annually for Plan Participant Non-Wrap Investment Management (Held-Away assets)
Commission-based compensation may be received by advisory professionals for insurance sales and as registered representatives of LPL Financial for securities sales, separate and in addition to advisory fees.
Fee-only: Annual asset-based fees up to 1.95% (negotiable), 0.95% for Ascent, and up to 1.30% for Held-Away assets; no commissions for advisory fees.
1001 S. 52 Nd Street, Suite 100
Rogers, AR 72758
Arkansas
Mach-1 Financial Group, LLC
2025 - Present (1 year)
Mercy
2023 - 2025 (2 years)
Hamilton Medical Center
2021 - 2022 (1 year)
Trustaff
2021 - 2021 (1 year)
South Georgia Medical Center
2018 - 2021 (3 years)
Auburn University Facilities and Operations
2016 - 2018 (2 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Bentonville, AR
Pape Financial
Every piece of advice that I offer my clients is based on my own journey along this path. I have owned, operated and exited a successful business. I’ve sat across the table from CPAs and attorneys to craft my own financial and estate plan. My wife and I have ensured our children’s needs will be met if anything happens to us. I have a deep understanding of financial markets that comes from managing my own investments including private offerings. Most financial advisors have strong educational backgrounds and significant experience advising clients, but they have not personally experienced the situations through which they are guiding their HNW clients.
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