Kent Alan Maclachlan Jr
Professional Summary
Kent Alan Maclachlan JR, who also goes by Kent Alan Maclachlan, Kent Alan Mclachlan, is a registered financial advisor currently at MACLACHLAN WEALTH MANAGEMENT located in Bellevue, Washington. Kent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Kent has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kent Alan Maclachlan, Kent Alan Mclachlan
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
37 years in the financial services industry
Current & Past Employments
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Current Firm
MACLACHLAN WEALTH MANAGEMENT | MACLACHLAN WEALTH MANAGEMENT, LLC
Contact Information
Main Address
800 Bellevue Way Ne Suite 500, Bellevue, WA 98004Phone Number
(206) 409-4755# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
246AUM (Assets Under Management)
$101,715,218Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(5/30/2024)
(12/6/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Kent Alan Maclachlan JR's CRS (Customer Relationship Summary).
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