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Mclaughlin Asset Management, Inc. CRD 125735
$176M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1905-E U.S. Route 150 Suite E, Danville, IL 61832 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-05-01 |
Branch Locations
323 Columbia Street Suite 102, Lafayette, IN 47901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Merchants Bank | Lafayette | IN | 04/2003 | 02/2024 |
| Self-Employed Contractor | Lafayette | IN | 02/2024 | 04/2024 |
| Mclaughlin Asset Management | Lafayette | IN | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-31 |
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