Glenn McKenzie
Mighty Oak Strong America Investment Company · Mechanicsburg, Pennsylvania
Glenn McKenzie is a fee-only financial advisor at Mighty Oak Strong America Investment Company in Mechanicsburg, Pennsylvania. Mighty Oak Strong America Investment Company reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Glenn →
Facts
| Firm | Mighty Oak Strong America Investment Company |
|---|---|
| Based in | Mechanicsburg, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $398.4M across 715 accounts |
| SEC registration | Investment adviser representative in PA · CRD 4717514 |
| Exams passed | Series 66 (2010) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | investwithmosaic.com |
How Glenn's firm compares
- Mighty Oak Strong America Investment Company's average account is about $557,000, from its Form ADV (assets managed divided by 715 accounts).
Request an introduction to Glenn
Tell Glenn a little about what you're looking for. Glenn isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Glenn
Is Glenn McKenzie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Glenn holds no broker registration, and Mighty Oak Strong America Investment Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Glenn charge for financial advice?
Glenn's firm, Mighty Oak Strong America Investment Company, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Glenn McKenzie based?
Glenn McKenzie is based in Mechanicsburg, Pennsylvania.
Is Glenn McKenzie registered with the SEC?
Yes. Glenn McKenzie is registered as an investment adviser representative in PA (CRD 4717514), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mighty Oak Strong America Investment Company manage?
Mighty Oak Strong America Investment Company reports $398.4M across 715 accounts in assets under management.
How do I contact Glenn McKenzie?
Through Glenn's website, investwithmosaic.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Mechanicsburg
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.