Drew Macewen, financial advisor Union WA

Drew Macewen

CRD Number: 3097970
Current Firm: Mountain Lakes Capital Management LLC

Drew Macewen (CRD# 3097970) is an Investment Advisor Representative working at Mountain Lakes Capital Management LLC in Union, WA and has over 25 years of experience in the finance industry.

Similar Advisors
Kevin Byrne, financial advisor Union WA
Kevin M. Byrne
CRD# 3220588
Byrne & Company Wealth Management, LLC
Similar Advisors
Kye Abraham, financial advisor Union WA
Kye A. Abraham
CRD# 872944
Abraham & Company, Inc.
Similar Advisors
Erin Abrigo, financial advisor Union WA
Erin R. Abrigo
CRD# 6013099
Edward Jones
Company Name Location Dates Years
Mountain Lakes Capital Management LLC Union, WA Apr 2018 - Current 6
Falcon Financial & Consulting Sheboygan Falls, WI Mar 2002 - Current 22
Capital Financial Services, Inc. Minot, ND Jun 2004 - May 2018 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Oct 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Drew C. Macewen
Phone Number: 360-898-0325
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $1,300,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.