AdvisorOS Directory
Claim Profile
WM

Warren John Mackensen

MACKENSEN & CO INC·HAMPTON, New Hampshire
Unclaimed Profile
6 MERRILL DRIVE, HAMPTON, NH 03842CRD# 2138748Firm CRD# 107937
01

About

Warren John Mackensen is a registered financial advisor based in HAMPTON, New Hampshire, affiliated with MACKENSEN & CO INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MACKENSEN & COMPANY, INC.
MACKENSEN & COMPANY, INC.
AUM
$156M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MACKENSEN & COMPANY, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2138748
Firm CRD# 107937
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HAMPTON?

Browse all registered financial advisors in HAMPTON, New Hampshire or claim this profile if it's yours.

Browse HAMPTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Warren John Mackensen offer?
Warren John Mackensen specializes in Financial Planning, Investment Management. Contact their office in HAMPTON, New Hampshire for a consultation.
What are Warren John Mackensen's credentials?
Warren John Mackensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Warren John Mackensen located?
Warren John Mackensen is based in HAMPTON, New Hampshire, working with MACKENSEN & CO INC. Their office serves clients in the HAMPTON metropolitan area and surrounding communities.
How does Warren John Mackensen charge for services?
Warren John Mackensen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MACKENSEN & CO INC?
MACKENSEN & CO INC has approximately 3 employees and manages $156M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in HAMPTON
David Thomas Mayes — THREE BEARINGS FIDUCIARY ADVISORS, INC.Patricia Ann Mackensen — MACKENSEN & CO INCJennifer Marie Mayes — THREE BEARINGS FIDUCIARY ADVISORS, INC.Kathleen Mary Thomas — NEWDAY SOLUTIONS, LLC
Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile