Keith E. Mclaughlin

PREMIER WEALTH SOLUTIONS

LAKEWOOD, CO 80228

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CRD#: 5675279

Professional summary

Keith Eugene Mclaughlin is a registered financial advisor currently at PREMIER WEALTH SOLUTIONS, LLC located in Lakewood, Colorado.

Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Keith has worked at 2 firms and has passed the Series 66 and Series 7 exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Eugene Mclaughlin'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®

None

Experience

Current

August 9, 2011 - Present

PREMIER WEALTH SOLUTIONS, LLC

Office #1: 12211 W. Alameda Pkwy. Suite 120, Lakewood, CO 80228

RIA

CRD#: 157135

LAKEWOOD, CO

Past

October 16, 2009 - February 14, 2011

WADDELL & REED

RIA

CRD#: 866

DENVER, CO

Past

August 19, 2009 - February 14, 2011

WADDELL & REED

CRD#: 866

DENVER, CO

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

Colorado
(8/9/2011)

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Exams

State Security Law Exam

IAR

Series 66

Date: 10/15/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/18/2009

General Securities Representative Examination

Current Firm

PREMIER WEALTH SOLUTIONS, LLC

MCLAUGHLIN, KEITH EUGENE | PREMIER WEALTH SOLUTIONS, LLC

CRD#: 157135 / SEC#:

Colorado

Registered Investment Advisory firm - (7/20/2011 Approved)

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Contact information

Main Address

12211 W. Alameda Pkwy. Suite 120, Lakewood, CO 80228

Mailing Address

Phone number

(720) 985-2016

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	33
AUM (Assets Under Management)	$ 14,112,950

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Keith E. Mclaughlin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Eugene Mclaughlin's CRS (Customer Relationship Summary).

Certified licenses

Experience

PREMIER WEALTH SOLUTIONS, LLC

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 10/15/2009

Series 7

Date: 8/18/2009

Current Firm

PREMIER WEALTH SOLUTIONS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PREMIER WEALTH SOLUTIONS, LLC

TRUST BUT VERIFY

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