WP
Wade D. Pfau
MCLEAN ASSET MANAGEMENT
Coppell, TX 75019
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CRD#: 6344036
WP
Professional summary
Wade Donald Pfau, CFA, who also goes by Wade Pfau, is a registered financial advisor currently at MCLEAN ASSET MANAGEMENT CORP. located in Coppell, Texas and RETIREMENT RESEARCHER, LLC located in Coppell, Texas.
Wade is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Wade has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Wade Pfau
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.
1) Sole Proprietor; Wade Pfau �?" Provides educational speaking and writing for financial advisors, Sole Proprietor providing educational content (investment related); Location: 213 Chestnut Lane, Coppell, TX 75019; Start Date: 1/2011. Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 5. 2) RISA, LLC - A product for Investment Advisors to use toward their clients' retirement income planning; Founder (non-investment related); 1900 Gallows Rd Suite 350, Tysons VA 22182; Start Date: 1/2021. Wade participates and promotes the RISA through podcasts, webinars, and other community engagement. Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 10 3) Retirement Researcher- online community that provides education and resources on retirement income planning; Principal (investment-related); 1900 Gallows Road, Tysons, VA 22182, Start Date: 8/2018. Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10. 4) Wealth Building Cornerstones - System to provide individuals and families with a process to maximize the use of their money for wealth building and protection; Chief Research Fellow (non-investment related); 2923 Marketplace Drive, Ste 210, Madison, WI; Start Date: 3/2021. Wade consults on research ideas for financial planning and conducts occasional webinars. Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1.
CRS (Client Relationship Summary) - RIA
Click below to view Wade Donald Pfau'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®
Experience
Current
July 1, 2014 - Present
MCLEAN ASSET MANAGEMENT CORP.
Office #1: 213 Chestnut Lane, Coppell, TX 75019RIA
CRD#: 108067
Coppell, TX
Current
September 1, 2020 - Present
RETIREMENT RESEARCHER, LLC
RIA
CRD#: 297379
COPPELL, TX
Past
September 10, 2018 - December 31, 2018
RETIREMENT RESEARCHER, LLC
RIA
CRD#: 297379
HAVERFORD, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MA
MCLEAN ASSET MANAGEMENT CORP.
ENCORE 401K | WATERMARK ADVISER SOLUTIONS | MCLEAN FINANCIAL PLANNING CORP | MCLEAN ASSET MANAGEMENT CORPORATION | MCLEAN ASSET MANAGEMENT CORP.
CRD#: 108067 / SEC#: 801-55363
RIA
Registered Investment Advisory firm - (3/19/1998 Approved)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
Texas(9/19/2019)
IAR
Virginia(7/1/2014)
Exams
Current Firm
MA
MCLEAN ASSET MANAGEMENT CORP.
ENCORE 401K | WATERMARK ADVISER SOLUTIONS | MCLEAN FINANCIAL PLANNING CORP | MCLEAN ASSET MANAGEMENT CORPORATION | MCLEAN ASSET MANAGEMENT CORP.
CRD#: 108067 / SEC#: 801-55363
RIA
Registered Investment Advisory firm - (3/19/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1900 Gallows Road Suite 350, Tysons, VA 22182
Mailing Address
Phone number
(703) 827-0636
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,435 |
| AUM (Assets Under Management) | $ 819,201,980 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
