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Kortney Robert Mcculley

MCCULLEY FINANCIAL GROUP, LLC·WESTCHESTER, Illinois
SIE, Series 7, Series 63, Series 65Clean record16 years registeredMCCULLEY FINANCIAL GROUP, LLC
2 WESTBROOK CORPORATE CENTER, WESTCHESTER, IL 60154CRD# 5482838Firm CRD# 154891

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kortney Robert Mcculley · WESTCHESTER, IL
Registration
CRD #5482838 · MCCULLEY FINANCIAL GROUP, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

MCCULLEY FINANCIAL GROUP, LLC
Apr 2011 – present
AUSDAL FINANCIAL PARTNERS, INC.
Oct 2009 – Dec 2012
BARTLETT, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · October 2, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MCCULLEY FINANCIAL GROUP, LLC
CRD 154891 · SEC 801-129527
AUM
$125M
Regulatory assets under management
Employees
1
149 client accounts
Services offered by MCCULLEY FINANCIAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MCCULLEY FINANCIAL GROUP, LLC →
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05

Frequently Asked Questions

What services does Kortney Robert Mcculley offer?
Kortney Robert Mcculley specializes in Financial Planning, Investment Management. Contact their office in WESTCHESTER, Illinois for a consultation.
What are Kortney Robert Mcculley's credentials?
Kortney Robert Mcculley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kortney Robert Mcculley located?
Kortney Robert Mcculley is based in WESTCHESTER, Illinois, working with MCCULLEY FINANCIAL GROUP, LLC. Their office serves clients in the WESTCHESTER metropolitan area and surrounding communities.
How does Kortney Robert Mcculley charge for services?
Kortney Robert Mcculley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCCULLEY FINANCIAL GROUP, LLC?
MCCULLEY FINANCIAL GROUP, LLC has approximately 1 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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