KM
Kortney R. Mcculley
MCCULLEY FINANCIAL GROUP
Westchester, IL 60154
Some features on this profile are disabled
CRD#: 5482838
KM
Professional summary
Kortney Robert Mcculley, who also goes by Kort Robert Mcculley, is a registered financial advisor currently at MCCULLEY FINANCIAL GROUP, LLC located in Westchester, Illinois.
Kortney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kortney has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kort Robert Mcculley
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.
1. NON SECURITIES RELATED INSURANCE SALES THROUGH MCCULLEY INSURANCE SERVICES, LLC, DONE DURING TRADING HOURS. 2. MCCULLEY FINANCIAL GROUP, LLC, OWNER, REGISTERED INVESTMENT ADVISER, NUMBER OF HOURS TO VARY DURING TRADING HOURS, RIA APPROVED 4/1/2011. 3)YOUR BIGGER FUTURE;NOT INVESTMENT RELATED;2 WESTBROOK CORPORATE CENTER,SUITE 220,WESTCHESTER,IL;BOOK;AUTHOR;11/10/2014;LESS THAN 20 HRS/MONTH;VARIES;HELPING CLIENTS PLAN,ORGANIZE,SUPPORT,BUDGET AND COMPLETE THEIR DREAMS 4)McCulley Ag Services LLC; not investment related;8948 10th Street, Mediapolis,IA 52637;agriculture consulting;50% owner;2013;0 hrs/month;0 hrs during trading;part owner-not active 5) 3Amigos Investments, LLC, not investment related, Elmhurst, IL, an agriculture commodities investment company, Partial Owner, 05/2021 to Present, approximately 1 hour per day is spent on this activity. 6) TechTitans Innovations, LLC, Not Investment related, Lakewood Ranch Florida, a technology company, Owner, 11/2023 to Present, less that 10% of time is spent on this activity;
CRS (Client Relationship Summary) - RIA
Click below to view Kortney Robert Mcculley's 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®
NoneExperience
Current
April 1, 2011 - Present
MCCULLEY FINANCIAL GROUP, LLC
Office #1: 2 Westbrook Corporate Center Suite 220, Westchester, IL 60154RIA
CRD#: 154891
Westchester, IL
Past
December 3, 2012 - December 31, 2018
TRIAD ADVISORS LLC
BD
CRD#: 25803
WESTCHESTER, IL
Past
October 2, 2009 - December 3, 2012
AUSDAL FINANCIAL PARTNERS, INC.
RIA
CRD#: 7995
BARTLETT, IL
Past
February 1, 2008 - December 3, 2012
AUSDAL FINANCIAL PARTNERS, INC.
BD
CRD#: 7995
BARTLETT, IL
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".
MF
MCCULLEY FINANCIAL GROUP, LLC
MCCULLEY FINANCIAL GROUP, LLC | TIMBERLAND FINANCIAL MANAGEMENT, LLC
CRD#: 154891 / SEC#: 801-129527
RIA
Registered Investment Advisory firm - (2/16/2024 Approved)Florida
Registered Investment Advisory firm - (10/4/2024 Terminated)Illinois
Registered Investment Advisory firm - (10/4/2024 Terminated)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
Florida(7/27/2023)
IAR
Illinois(4/1/2011)
IAR
Texas(2/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MF
MCCULLEY FINANCIAL GROUP, LLC
MCCULLEY FINANCIAL GROUP, LLC | TIMBERLAND FINANCIAL MANAGEMENT, LLC
CRD#: 154891 / SEC#: 801-129527
RIA
Registered Investment Advisory firm - (2/16/2024 Approved)Florida
Registered Investment Advisory firm - (10/4/2024 Terminated)Illinois
Registered Investment Advisory firm - (10/4/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2 Westbrook Corporate Center Suite 220, Westchester, IL 60154
Mailing Address
Phone number
(312) 219-9000
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 156 |
| AUM (Assets Under Management) | $ 153,136,643 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
