Eric Maclean, ChFC®, CLU®, AIF®, financial advisor Tacoma WA

Eric Maclean, ChFC®, CLU®, AIF®

CRD Number: 5925615
Current Firm: Securities America Advisors, Inc.
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  1201 Pacific Ave, Suite 600 Tacoma, WA 98402

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
Securities America, Inc. University Place, WA Nov 2020 - Current 3
Securities America Advisors, Inc. University Place, WA Nov 2020 - Current 3
Maclean Wealth Planning University Place, WA Sep 2017 - Current 6
Maclean Wealth Planning, LLC University Place, WA May 2013 - Current 10
Student-the American College Bryn Mawr, PA Aug 2012 - Current 11
Kms Financial Services, Inc. Seattle, WA Sep 2017 - Nov 2020 3
Cetera Advisor Networks El Segundo, CA May 2013 - Sep 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for Eric S. Maclean, ChFC®, CLU®, AIF®
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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, WY

Firm Disclaimer:

Maclean Wealth Planning, LLC | 1201 Pacific Ave, Suite 600 Tacoma, WA 98466 

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

 

 

Investment Adviser Representative offering securities & advisory services through Securites America, Inc/ member FINRA/SIPC. Securities America, inc. is under separate ownership from any other named entity.

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