AdvisorOS Directory
Claim Profile
Unclaimed Profile
JM

Jeffrey Michael Mcculloch

TRISPERITY ADVISORS, LLC·KATY, Texas
SIE, Series 6, Series 7, Series 63CFPClean record11 years registeredTRISPERITY ADVISORS, LLC
22202 HIGHLAND KNOLLS DRIVE, KATY, TX 77450CRD# 4988346Firm CRD# 142438

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Michael Mcculloch · KATY, TX
Registration
CRD #4988346 · TRISPERITY ADVISORS, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

TRISPERITY ADVISORS, LLC
Feb 2017 – present
AMERIPRISE FINANCIAL SERVICES, INC.
Apr 2015 – Feb 2017
HOUSTON, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Registration record
First registered · April 2, 2015
Years registered · 11
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRISPERITY ADVISORS, LLC
CRD 142438 · SEC 801-113723
AUM
$261M
Regulatory assets under management
Employees
2
771 client accounts
Services offered by TRISPERITY ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRISPERITY ADVISORS, LLC →
Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in KATY?

Browse all registered financial advisors in KATY, Texas or claim this profile if it's yours.

Browse KATY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jeffrey Michael Mcculloch offer?
Jeffrey Michael Mcculloch specializes in Financial Planning, Investment Management. Contact their office in KATY, Texas for a consultation.
What are Jeffrey Michael Mcculloch's credentials?
Jeffrey Michael Mcculloch holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jeffrey Michael Mcculloch located?
Jeffrey Michael Mcculloch is based in KATY, Texas, working with TRISPERITY ADVISORS, LLC. Their office serves clients in the KATY metropolitan area and surrounding communities.
How does Jeffrey Michael Mcculloch charge for services?
Jeffrey Michael Mcculloch'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 TRISPERITY ADVISORS, LLC?
TRISPERITY ADVISORS, LLC has approximately 2 employees and manages $261M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at TRISPERITY ADVISORS, LLC

Craig Scott Narum
KATY, TX

More Advisors in KATY, Texas

John Michael Moore
EQUILIBRIA WEALTH MANAGEMENT, LLC·KATY, TX
Christopher Knight Lopez
KNIGHT NGUYEN INVESTMENTS·KATY, TX
Donald Paul Cox
COX GLOBAL ASSOCIATES INC·KATY, TX
Dung Thanh Nguyen
KNIGHT NGUYEN INVESTMENTS·KATY, TX
Mercedes Gabrielle Barker
EQUILIBRIA WEALTH MANAGEMENT, LLC·KATY, TX
Forrest A Jones
KNIGHT NGUYEN INVESTMENTS·KATY, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile