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Michael Mclean
12 Years of Experience
Fullerton, CA
1 DisclosureBroker
Michael Mclean is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Fullerton, CA, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
1080 E Bastanchury Rd, Fullerton, CA, 92835
Get directionsHistory
Regulatory History (1)
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Criminal
December 2000Final Disposition
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 7 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 7 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
June 2025 - February 2026 · 8 mos
U.S. Bancorp Investments, INC.
June 2025 - February 2026 · 8 mos
J.P. Morgan Securities LLCBroker
September 2021 - May 2025 · 3 yrs 8 mos
J.P. Morgan Securities LLC
September 2021 - May 2025 · 3 yrs 8 mos
Wells Fargo Clearing Services, LLC
February 2014 - September 2021 · 7 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
February 2014 - September 2021 · 7 yrs 7 mos
Edward Jones
August 2012 - October 2012 · 2 mos
Edward JonesBroker
June 2012 - October 2012 · 4 mos
Pruco Securities, LLC.Broker
November 2011 - January 2012 · 2 mos
State Registrations12 states
AZCACOFLIDMNNVORPATNTXWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.