Kevin B Mcculley
CFP®Professional Summary
Kevin B Mcculley, CFP® is a registered financial advisor currently at INDIVISIBLE PARTNERS located in Golden, Colorado. Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kevin has worked at 3 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
ACHIEVE WEALTH PARTNERS | WOODRING | LEROY CAPITAL ADVISORS | SOMERSET ADVISORY | SANWEALTH PARTNERS | ROSENWALD PRIVATE WEALTH | RIDE WEALTH PARTNERS | KH PRIVATE WEALTH | INDIVISIBLE PARTNERS, LLC | INDIVISIBLE PARTNERS | FMB WEALTH MANAGEMENT | FMB RETIREMENT SERVICES | CONSIGLIO ADVISORS | ALIGNED PRIVATE WEALTH
Contact Information
Main Address
114 Turner Street, Clearwater, FL 33756Phone Number
(732) 306-5490# of Employees
24SEC notice filing (19 States and Territories)
Registered to provide investment advisory services in 19 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,672AUM (Assets Under Management)
$2,079,652,688Similar Advisors
OPPENHEIMER & CO. INC.
WEDBUSH SECURITIES INC.
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
ACHIEVE WEALTH PARTNERS | WOODRING | LEROY CAPITAL ADVISORS | SOMERSET ADVISORY | SANWEALTH PARTNERS | ROSENWALD PRIVATE WEALTH | RIDE WEALTH PARTNERS | KH PRIVATE WEALTH | INDIVISIBLE PARTNERS, LLC | INDIVISIBLE PARTNERS | FMB WEALTH MANAGEMENT | FMB RETIREMENT SERVICES | CONSIGLIO ADVISORS | ALIGNED PRIVATE WEALTH
State Registrations and Notice Filings
(6/16/2025)
(6/16/2025)
(7/10/2025)
(6/16/2025)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Kevin B Mcculley's CRS (Customer Relationship Summary).
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