MM
Mart G. Mcclellan
MACRO WEALTH MANAGEMENT
Lake Forest, IL
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CRD#: 5394743
MM
Professional summary
Mart Gaynor Mcclellan is a registered financial advisor currently at MACRO WEALTH MANAGEMENT, INC. located in Lake Forest, Illinois.
Mart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Mart has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Mart Gaynor Mcclellan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 17, 2007 - Present
MACRO WEALTH MANAGEMENT, INC.
Office #2: 6915 N. Knoxville Avenue Upper Level Suite B, Peoria, IL 61614RIA
CRD#: 143382
Lake Forest, IL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(8/17/2007)
Current Firm
MW
MACRO WEALTH MANAGEMENT, INC.
MACRO WEALTH MANAGEMENT, INC.
CRD#: 143382 / SEC#:
Illinois
Registered Investment Advisory firm - (5/10/2007 Approved)Texas
Registered Investment Advisory firm - (5/20/2019 Conditional Restricted)Washington
Registered Investment Advisory firm - (12/23/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6915 N. Knoxville Avenue Upper Level Suite B, Peoria, IL 61614
Mailing Address
Phone number
(309) 689-8481
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 119 |
| AUM (Assets Under Management) | $ 45,675,002 |
Red Flags
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