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Willard Hall Mc Lachlan

Advisor at Edward Jones — Mendota, IL

Updated today

Credentials

CFP®, Series 66

Experience

8 years

Location

Mendota, IL 61342-1985

Edward Jones logo

Edward Jones

Institution

Total advisors

24,118

Across 14,150 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Willard Mc Lachlan is a CFP®-credentialed financial advisor with Edward Jones in Mendota, Illinois, where he has worked since 2018. He has seven years of industry experience and has a background in agriculture, including managing family farms and owning agricultural businesses. Outside of his advisory role, he is involved in farming activities through several family-related agricultural operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Mendota, IL

609 Main St Ste B

Mendota IL 61342-1985

Advisors at this office

4

Most active in

Illinois · Texas

Work history

8 years of industry experience

Edward Jones

2018 - Present • 8 years

St Louis, MO

Jake Thompson Trucking

2018 - 2018 • 1 year

Ottawa, IL

McLachlan Farms

2017 - 2018 • 1 year

Mendota, IL

Stella Farms

2015 - 2017 • 2 years

Moultrie, GA

McLachlan Farm

2007 - 2017 • 10 years

Mendota, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christopher E

Series 63, Series 65

Mendota, IL

Cetera

Christopher Eller is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 34 years of industry experience. He previously worked at Investment Centers of America for 13 years and has owned Chris Eller The Retirement Specialists since 2017, providing financial and tax services. He also works as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services using a multi-manager platform with discretionary and non-discretionary options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Clint O

CFP®, Series 66

Mendota, IL

Edward Jones

Clint O'Brien is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds a Series 66 designation and is based in Mendota, Illinois. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar

Lucas O

CFP®, Series 63, Series 65, Series 66

Mendota, IL

Edward Jones

Lucas O’Brien is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 63, 65, and 66 designations. Outside of his advisory role, he is involved with Fulton Publishing in Meadville, PA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Eric A

Series 63, Series 66

Mendota, IL

Cetera

Eric Arkins is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 25 years of industry experience. He previously worked at Commonwealth Financial Network and Investment Centers of America, and he also operates under the DBA Chris Eller The Retirement Specialists. Outside of his advisory role, he sells fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform that offers portfolio management, financial planning, and access to third-party money managers. The firm supports a range of program structures and discretionary authorities, featuring affiliations that enhance its product offerings and scale.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Neal O

Series 63, Series 66

Mendota, IL

Edward Jones

Neal O'Brien is a financial advisor with Edward Jones in Mendota, IL, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with Edward Jones since 1985. Outside of his advisory role, Neal maintains rental property management activities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Sarah C

Series 63, Series 65

Mendota, IL

Cetera

Sarah Coss is a financial advisor at Cetera with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with several firms including Commonwealth Financial Network and Chris Eller The Retirement Specialists. Outside of her advisory role, she serves as a board member for the Mendota High School Board of Education. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, and institutional clients through a large network of independent advisors. The firm offers portfolio management, financial planning, and access to various investment programs, managing over $256 billion in assets across more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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