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Michael Mclean

U.S. Bancorp Advisors, LLC
13 Years of Experience
Laguna Niguel, CA
1 DisclosureBroker
View SEC Summary
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Michael Mclean is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Laguna Niguel, CA, with 13 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.

U.S. Bancorp Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
View Full SEC Brochure

Location

30000 Town Center Dr, Laguna Niguel, CA, 92677

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History

Regulatory History (1)
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Criminal
December 2000
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 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 Registrations11 states
AZCACOFLIDMNNVORPATXWA
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.
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