McKenzie Kruse-Pillsbury [ChFEBC℠, ABFP®]
14362 N Frank Lloyd Wright Blvd
Scottsdale, AZ 85260
Original Certificate Date: 11/26/2025
ChFEBC℠ Number: 5K29M030S
Organiztion: LifeTyme Financial LLC
Phone: 715-505-9511
Email: mkruse@LTFGLLC.com
Website: https://www.ltfusa.com/
States Currently Licensed: AZ, AK, CA, CO, CT, FL, GA, IL, MN, NJ, SC, TX
State Insurance License #: 20591299
CRD #: 7776900
Primary Insurance: National Life; Ameritas; Prudential; F&G; and others
Primary Investment: Matson Money
Services: Asset Management Retirement/Supplemental Programs IRA Roth IRA 401(k)/Retirement Plan Rollovers TSP – FERS/CSRS College Funding Plans, Elder Care Protection Estate Planning Strategies Tax Planning Strategies Line of Credit Accounts Donor Advised Funds, Life, Disability & Long-Term Care Insurance
Additional Information: Working together, Matson Money and LifeTyme Financial Advisors LLC help investors learn how investing works, discover their true purpose for money, and be disciplined and prudent over a lifetime of investing. The LifeTyme Financial Advisors LLC* team is powerfully trained in the Matson Method – a highly disciplined approach to asset allocation and long-term wealth accumulation. Through the continuous pursuit of financial academic theory and the application of empirically tested academic investing science principles, they are committed to creating a profoundly meaningful and rewarding investing experience where families can access financial peace of mind