Aaron
Mclachlan
Householder Group Estate & Retirement Specialists
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About this Advisor
Aaron Mclachlan is a financial advisor working out of Englewood, Colorado who has 3 years of relevant experience. Mclachlan is on the advisory team at Householder Group Estate & Retirement Specialists. Over the course of their career, they have held roles at Charles Schwab & Co., Inc, The City Of Golden, Charles Schwab Bank, Fidelity Brokerage Services LLC, Wells Fargo Bank, Na, Wells Fargo Clearing Services, LLC, Century Group, Lifetime Fitness, Lpl Financial, LLC and Householder Group Estate & Retirement Specialists. Mclachlan holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Arizona, Colorado and Texas. Householder Group Estate & Retirement Specialists is a business operating out of Scottsdale, AZ. The investment advisory business has offices in 27 locations and a total of 96 advisors. It oversees $1 billion in assets under management across its 6,426 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 6,426 accounts, 98% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees largely vary depending on the services offered. Fee types charged by Householder Group Estate & Retirement Specialists likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Householder Group Estate & Retirement Specialists Brokerage Details
$1,081,197,518
96
6,426
$168,254
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Aaron Mclachlan Work History
Aaron has been registered as a financial advisor for 3 years.*
Lpl Financial, LLC
Householder Group Estate & Retirement Specialists
Wells Fargo Bank, Na
Wells Fargo Clearing Services, LLC
Lifetime Fitness
Century Group
Fidelity Brokerage Services LLC
Charles Schwab Bank
The City Of Golden
Charles Schwab & Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aaron Mclachlan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Householder Group Estate & Retirement Specialists
Lancaster, CA
Edmond, OK
Englewood, CO
Rancho Mirage, CA
Houston, TX
Clackamas, OR
Columbus, MS
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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