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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron McLachlan is a financial advisor with Wealth Enhancement Advisory Services, LLC. Aaron has been in the financial services industry for over 13 years. He is registered with the state of Colorado as well as 32 other states. Aaron holds FINRA Series 7, Series 66, and SIE licenses. His specialties include working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
CO
11/01/2024 - Present
Wealth Enhancement Advisory Services, LLC (CENTENNIAL CO)
CO
06/05/2019 - 11/17/2020
WELLS FARGO CLEARING SERVICES, LLC (BOULDER CO)
CO
04/02/2015 - 05/11/2018
FIDELITY BROKERAGE SERVICES LLC (BROOMFIELD CO)
CO
10/18/2011 - 03/10/2015
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
CO
02/11/2009 - 08/03/2011
EDWARD JONES (BROOMFIELD CO)
BOTH
Issued 02/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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