Eric Maclean, ChFC®, CLU®, AIF®, financial advisor University Place WA
88 score

Eric Maclean, ChFC®, CLU®, AIF®

CRD Number: 5925615
Current Firm: Cetera Advisor Networks LLC
Compensation Model: Both

Providing retirement income and tax planning for physicians and professionals

 

Eric Maclean (CRD# 5925615) is an Investment Advisor Representative  and President at Maclean Wealth Planning, LLC in University Place, WA and has over 30 years of experience in the financial services industry.

 

I’ve been helping clients solve financial issues for over 30 years. As a Chartered Financial Consultant® and Investment Advisor Representative, I’m well equipped to provide you with the knowledge and advice on a wide array of financial concerns, including retirement income planning, 401k rollovers, wealth preservation strategies, lifetime income solutions, asset allocation strategies, decumulation strategies and of host of other financial concerns.

 

As an independent advisors, we draw from a wide variety of investment options and develop a plan that's right for you. Delivering consistent reliable income for a healthy retirement. Contact us today for your free "Retirement Check-Up".

 

To schedule an appointment- Click Here

 

www.MacleanWealthPlanning.com

 

Maclean Wealth Planning, LLC | 7406 27th Street W, Suite 301 | University Place, WA 98466|

Office: 253-509-7051

 

 

Investment Adviser Representative offering securities & advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

CONTACT
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Professional Designations
Company Name Location Dates Years
DBA: Maclean Wealth Planning, LLC (Cetera Advisor Networks, LLC-Broker Dealer of Record) University Place, WA May 2013 - Current 4
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Feb 2012
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Aug 2012
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Advisor's Response :

In August of 2007 I was President of National Pacific Capital, Inc when the mortgage market colapsed. The federal government had shut down the secondary market for Jumbo loan originations. That decision shut off our company income stream as well. After a year without income we closed the company and filed for bankruptcy.

Contact Info for Eric S. Maclean, ChFC®, CLU®, AIF®
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Firm Disclaimer:

Maclean Wealth Planning, LLC | 7406 27th Street W, Suite 301| University Place, WA 98466 

253-509-7051 | www.MacleanWealthPlanning.com | [email protected]

 

 

Investment Adviser Representative offering securities & advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Ready to hire a financial advisor? Get competitive proposals from Eric Maclean, ChFC®, CLU®, AIF® and other advisors.
BADGES
88
Verified Page
Data verified by both the advisor and the public regulatory data.

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