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Lachlan Mor Maclean

Wealth Enhancement Advisory Services, LLC

Novato, CA

Plymouth, MN

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Current Employers
Wealth Enhancement Advisory Services, Llc

505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-04-03
TX RA APPROVED_RES 2023-04-03
  • CA RA
    APPROVED
    Since 2023-04-03
  • TX RA
    APPROVED_RES
    Since 2023-04-03

Branch Locations

3 Hamilton Landing Suite 260, Novato, CA 94949 • United States

505 N Highway 169 Suite 900, Plymouth, MN 55441 • 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
OrganizationCityStateFromTo
Equius Partners Novato CA 08/2017 03/2023
Nitro Software, Inc. San Francisco CA 08/2016 08/2017
Wealth Enhancement Advisory Services Novato FL 04/2023 Present
Wealth Enhancement Group Novato CA 04/2023 Present
  • 08/2017 → 03/2023
    Equius Partners
    Novato, CA
  • 08/2016 → 08/2017
    Nitro Software, Inc.
    San Francisco, CA
  • 04/2023 → Present
    Wealth Enhancement Advisory Services
    Novato, FL
  • 04/2023 → Present
    Wealth Enhancement Group
    Novato, CA
Previous Registrations
  • 2017-12-21 → 2023-04-28
    Equius Partners, Inc.
    Novato, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-21
  • S65 Uniform Investment Adviser Law Examination
    2017-12-21
Other Names
  • Lachlan Mor Maclean
  • Lachlan Mor Maclean Jr.

View on SEC IAPD

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LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC

Other Investors

Glen Sherman Calkins
Courtenay A. Wise
Russell Wayne Ketron
KARIN DE MARIA ALVARADO
Chadwick Thomas Clarke
AARON MICHAEL COOPERBAND
GEOFFREY CARSON ADEN
SHAWN CAMPAS

Other Offices

KETRON FINANCIAL LLC · NOVATO, CA
OSAIC WEALTH, INC. · NOVATO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Novato, CA
WELLS FARGO CLEARING SERVICES, LLC · NOVATO, CA
CHARLES SCHWAB & CO., INC. · Novato, CA
LPL FINANCIAL LLC · NOVATO, CA
EDWARD JONES · NOVATO, CA
J.P. MORGAN SECURITIES LLC · Novato, CA

More in Novato, CA

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