Mart Gaynor Mcclellan

Employer firm

Macro Wealth Management, Inc. CRD 143382

$74.8M regulatory AUM 47 advisory clients

Reported services (Item 5G)

Financial planning
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Macro Wealth Management, Inc.

6915 N. Knoxville Avenue Upper Level Suite B, Peoria, IL 61614 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2007-08-17

IL RA
APPROVED

Since 2007-08-17

Branch Locations

6915 N. Knoxville Avenue Upper Level Suite B, Peoria, IL 61614 • United States

Lake Forest, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Mcclellan Orthodontics	Kenilworth	IL	01/2007	Present
Reality Financial Group	Peoria	IL	10/2004	Present
Macro Wealth Management	Peoria	IL	08/2007	Present

01/2007 → Present

Mcclellan Orthodontics

Kenilworth, IL
10/2004 → Present

Reality Financial Group

Peoria, IL
08/2007 → Present

Macro Wealth Management

Peoria, IL

Other Businesses

I AM ALSO AN ORTHODONTIST AND OWN MCCLELLAN ORTHODONTICS. I STRAIGHTEN TEETH WITH THIS BUSINESS ABOUT 125 HOURS/MONTH. THESE HOURS ARE DURING TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-04-06

S65 Uniform Investment Adviser Law Examination

2007-04-06

View on SEC IAPD

Employer firm

Current Employers

Macro Wealth Management, Inc.

Disclosures

Employment History

Other Businesses

Exams

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