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About Harnden MacLean Wealth Advisors |
We help our clients achieve their dreams for today, tomorrow, and well into the future using our
exclusive Confident Retirement® approach. It starts with a personalized conversation about
covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By
breaking your financial goals down into doable steps, we can help take the uncertainty out of
planning for your financial future. Take a few minutes now for a quick confidence check.
We're here to help you live the life you've earned. When you have the right financial advisor,
life can be brilliant. |
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General Information |
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| Name of Broker/Dealer: |
Ameriprise Financial
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| States Licensed in: |
CO, TX, NC, VT, IL, IN, WI, GA, AL, NM, VA, SC,
OR, CA, OH, PA, WA, IA, CT, AZ
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| States Willing to do Business in: |
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| Years of Experience in Financial Services: |
6
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| Number of Years with Current Firm: |
2
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| Work Experience: |
Merrill Lynch - 2.5 years
Edelman Financial Services - 1.5 years
Harnden MacLean Wealth Advisors - 2 years
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| I work with the following types of clients: |
Non-Profit Organizations, Individual Investors, Businesses
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Services |
| Investment Types: |
Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Bonds, Stocks, Annuities, Mortgages & Real Estate, Socially Responsible Investments (SRI)
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| I can meet clients in the following ways: |
At my office, At your home, At your office, Video Conference, Via phone
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Accredited Portfolio Management Advisor
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| Securities Licenses: |
Series 7, Series 66
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| Insurance and Annuity Licenses: |
Long Term Care, Variable Annuity, Life, Health, Annuity, Disability, Variable Life
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Firm Information |
| Firm's Number of Clients: |
2000
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| Assets Managed by Firm: |
$565,000,000
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Compensation and Fees |
| Fee Structure: |
I am a fee-based financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
$25,000
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| Compensation Methods: |
Based on Assets
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| Prepared By: |
Michael Gombrich |
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