Joseph G. Mcculloch

THE RETIREMENT PLANNING GROUP

CHESTERFIELD, MO 63017

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CRD#: 5315337

Professional summary

Joseph G Mcculloch JR, CFP®, who also goes by Joseph Girard Mcculloch Jr, Joseph Girard Mcculloch, is a registered financial advisor currently at THE RETIREMENT PLANNING GROUP, LLC located in Chesterfield, Missouri.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Joseph has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph Girard Mcculloch Jr | Joseph Girard Mcculloch

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph G Mcculloch JR'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

November 21, 2019 - Present

THE RETIREMENT PLANNING GROUP, LLC

Office #1: 14755 N. Outer 40 Road, Chesterfield, MO 63017

RIA

CRD#: 129625

CHESTERFIELD, MO

Past

April 14, 2014 - November 18, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CLAYTON, MO

Past

April 14, 2014 - November 18, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CLAYTON, MO

Past

March 5, 2013 - April 7, 2014

SMITH, MOORE & CO.

CRD#: 3441

CLAYTON, MO

Past

January 15, 2013 - April 7, 2014

SMITH, MOORE & CO.

RIA

CRD#: 3441

CLAYTON, MO

Past

November 18, 2009 - June 13, 2012

SMART401K, LLC

RIA

CRD#: 129208

OVERLAND PARK, KS

Past

May 31, 2007 - August 27, 2009

SVA WEALTH MANAGEMENT, INC.

RIA

CRD#: 105197

MADISON, WI

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".

THE RETIREMENT PLANNING GROUP, LLC

THE RETIREMENT PLANNING GROUP, INC. | THE RETIREMENT PLANNING GROUP, LLC

CRD#: 129625 / SEC#: 801-62655

RIA

Registered Investment Advisory firm - (1/16/2004 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Missouri
(11/21/2019)

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

State Security Law Exam

Series 63

Date: 3/15/2013

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/30/2007

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/4/2013

General Securities Representative Examination

Current Firm

THE RETIREMENT PLANNING GROUP, LLC

THE RETIREMENT PLANNING GROUP, INC. | THE RETIREMENT PLANNING GROUP, LLC

CRD#: 129625 / SEC#: 801-62655

RIA

Registered Investment Advisory firm - (1/16/2004 Approved)

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Contact information

Main Address

11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211

Mailing Address

Phone number

(913) 498-8898

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE RETIREMENT PLANNING GROUP ADV PART 2A OCTOBER 2025 (10/24/2025)

Regulatory assets under management

Total Number of Accounts	12,295
AUM (Assets Under Management)	$ 4,008,879,250

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/08/2024	Cover Page	Report
11/27/2023	Cover Page	Report
01/27/2023	Cover Page	Report

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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Firm Stability Insights

Joseph G. Mcculloch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph G Mcculloch JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SMITH, MOORE & CO.

SMITH, MOORE & CO.

SMART401K, LLC

SVA WEALTH MANAGEMENT, INC.

Primary Firm SEC Registration

THE RETIREMENT PLANNING GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/15/2013

Series 65

Date: 5/30/2007

SIE

Date: 10/1/2018

Series 7

Date: 3/4/2013

Current Firm

THE RETIREMENT PLANNING GROUP, LLC

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

THE RETIREMENT PLANNING GROUP, LLC

TRUST BUT VERIFY

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