Michael G. Mclaren

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CRD#: 6419949

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael George Mclaren was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2015. Michael had worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 4, 2021 - March 29, 2022

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

RIA

CRD#: 309098

VICTOR, NY

Past

July 17, 2017 - June 30, 2020

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

PITTSFORD, NY

Past

July 17, 2017 - June 30, 2020

FSC SECURITIES CORPORATION

CRD#: 7461

PITTSFORD, NY

Past

June 15, 2017 - June 29, 2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

CORNING, NY

Past

March 28, 2017 - June 29, 2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

CORNING, NY

Past

May 19, 2015 - October 15, 2015

CHARLES SCHWAB & CO., INC.

CRD#: 5393

INDIANAPOLIS, IN

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".

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

CRD#: 309098 / SEC#: 801-118810

RIA

Registered Investment Advisory firm - (5/27/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

State Security Law Exam

IAR

Series 66

Date: 6/9/2017

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/30/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/19/2015

General Securities Representative Examination

Current Firm

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

CRD#: 309098 / SEC#: 801-118810

RIA

Registered Investment Advisory firm - (5/27/2020 Approved)

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Contact information

Main Address

15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224

Mailing Address

Phone number

(971) 371-3444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RELY WEALTH PARTNERS DISCLOSURE BROCHURE (2/11/2025)

TIAM2 DISCLOSURE BROCHURE (2/11/2025)

MERIT WEALTH MANAGEMENT DISCLOSURE BROCHURE (2/11/2025)

Regulatory assets under management

Total Number of Accounts	264
AUM (Assets Under Management)	$ 217,056,008

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

Firm Stability Insights

Michael G. Mclaren

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/9/2017

Series 7TO

Date: 4/30/2024

SIE

Date: 10/1/2018

Series 7

Date: 5/19/2015

Current Firm

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

TRUST BUT VERIFY

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