Linda R. Kuehn

MCCORMACK FINANCIAL PLANNING

Atlanta, GA 30342

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CRD#: 4304679

Professional summary

Linda Rose Kuehn, who also goes by Linda Rose Miner, is a registered financial advisor currently at MCCORMACK FINANCIAL PLANNING INC. located in Atlanta, Georgia and DEMPSEY LORD SMITH, LLC located in Atlanta, Georgia.

Linda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Linda has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Linda Rose Miner

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

RECOMMENDATION OF INSURANCE PRODUCTS TO CLIENTS IN PROCESS OF FINANCIAL PLANNING; MCCORMACK FINANCIAL PLANNING,INC. -PREPARE FINANCIAL PLANS//SELF-BRANDED MCCORMACK FINANCIAL PLANNING, INC., INVESTMENT RELATED, 40HRS/WK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Linda Rose Kuehn's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 8, 2005 - Present

MCCORMACK FINANCIAL PLANNING INC.

Office #1: 5605 Glenridge Drive Suite 950, Atlanta, GA 30342

RIA

CRD#: 136857

Atlanta, GA

Current

January 2, 2014 - Present

DEMPSEY LORD SMITH, LLC

Office #1: 5605 Glenridge Drive Suite 950, Atlanta, GA 30342

RIA

CRD#: 141238

Atlanta, GA

Past

August 17, 2009 - December 31, 2013

CAPE SECURITIES INC.

CRD#: 7072

ATLANTA, GA

Past

October 3, 2005 - August 13, 2009

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

ATLANTA, GA

Past

August 12, 2004 - September 30, 2005

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MCCORMACK FINANCIAL PLANNING INC.

CRD#: 136857 / SEC#: 801-133728

RIA

Registered Investment Advisory firm - (6/23/2025 Approved)

Florida

Registered Investment Advisory firm - (7/8/2025 Terminated)

Georgia

Registered Investment Advisory firm - (7/24/2025 Terminated)

Maryland

Registered Investment Advisory firm - (7/8/2025 Terminated)

South Carolina

Registered Investment Advisory firm - (7/8/2025 Terminated)

Texas

Registered Investment Advisory firm - (12/31/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Georgia
(9/8/2005)

Georgia
(1/2/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/28/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/11/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

MCCORMACK FINANCIAL PLANNING INC.

CRD#: 136857 / SEC#: 801-133728

RIA

Registered Investment Advisory firm - (6/23/2025 Approved)

Florida

Registered Investment Advisory firm - (7/8/2025 Terminated)

Georgia

Registered Investment Advisory firm - (7/24/2025 Terminated)

Maryland

Registered Investment Advisory firm - (7/8/2025 Terminated)

South Carolina

Registered Investment Advisory firm - (7/8/2025 Terminated)

Texas

Registered Investment Advisory firm - (12/31/2022 Terminated)

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Contact information

Main Address

5605 Glenridge Drive Suite 950, Atlanta, GA 30342

Mailing Address

Phone number

(404) 236-7316

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MCCORMACK FINANCIAL PLANNING WRAP FEE BROCHURE (5/22/2025)

MCCORMACK FINANCIAL PLANNING DISCLOSURE BROCHURE (5/22/2025)

Regulatory assets under management

Total Number of Accounts	561
AUM (Assets Under Management)	$ 103,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Linda R. Kuehn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Linda Rose Kuehn's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEMPSEY LORD SMITH, LLC

CAPE SECURITIES INC.

SECURITIES SERVICE NETWORK, LLC

CETERA WEALTH SERVICES, LLC

Primary Firm SEC Registration

MCCORMACK FINANCIAL PLANNING INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/28/2004

SIE

Date: 10/1/2018

Series 7

Date: 8/11/2004

FINRA

Current Firm

MCCORMACK FINANCIAL PLANNING INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MCCORMACK FINANCIAL PLANNING INC.

TRUST BUT VERIFY

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