McKenzie Ebbesen has been an investment adviser representative at Bason Asset Management since December 2018, and is not listed among the firm’s executive officers or direct owners.
Bason Asset Management LLC is a Lakewood, CO firm with $849M under management, 139 clients and 2 advisers across 3 offices, as of its February 2026 filing.
McKenzie Ebbesen’s longest registration is the current one, 7 years at Bason Asset Management since 2018. Before joining Bason Asset Management in 2018, McKenzie Ebbesen was registered through Hightower Advisors, LLC and M. J. Smith and Associates.
- Bason Asset ManagementCurrent– present · 7 yearsPlatte City, MO · Adviser representative · Firm CRD 165450
- Hightower Advisors, LLC– · under a yearValparaiso, IN · Adviser representative · Firm CRD 145323
- M. J. Smith and Associates– · 5 yearsGreenwood Village, CO · Adviser representative · Firm CRD 110919
Investment adviser representative registrations
McKenzie Ebbesen is registered as an investment adviser representative in 2 states. The first approvals date from August 2019; the most recent is West Virginia, in September 2023.
- TexasSince 12 August 2019
- West VirginiaSince 8 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 31 August 2009 |
| Series 7 | General Securities Representative Examination | 30 March 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- McKenzie Lynn Ebbesen
- CRD
- 5482156
- Firm
- Bason Asset Management · CRD 165450
- Office
- 1302 Platte Falls Rd, suite D pmb 344, Platte City, MO 64079
- Registration
- Investment adviser registration
- In the industry since
- April 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does McKenzie Ebbesen work?
McKenzie Ebbesen is an investment adviser representative registered through Bason Asset Management LLC since December 2018, and is not listed among the firm’s executive officers or direct owners.
Is McKenzie Ebbesen a financial advisor?
Yes. McKenzie Ebbesen has a current investment-adviser registration in Texas and West Virginia, through Bason Asset Management since December 2018.
How many years of experience does McKenzie Ebbesen have?
McKenzie Ebbesen has 17 years in the financial industry, since April 2009, across 3 adviser firms.
What exams has McKenzie Ebbesen passed?
McKenzie Ebbesen has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in March 2009. FINRA credited McKenzie Ebbesen with the SIE, which began in October 2018.
Where did McKenzie Ebbesen work before Bason Asset Management?
Before Bason Asset Management, McKenzie Ebbesen was registered through M. J. Smith and Associates, May 2013 to May 2018.
Where is McKenzie Ebbesen based?
McKenzie Ebbesen’s registered office is in Platte City, MO.
Is McKenzie Ebbesen registered with FINRA?
No. McKenzie Ebbesen has no current broker registration.
How can I verify McKenzie Ebbesen’s record?
Search CRD 5482156 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes McKenzie Ebbesen’s full registration record.
