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Lesley Ann Kilcullin

Lesley A. Kilcullin

KILCULLIN FINANCIAL LIFE PLANNING
Moscow Mills, MO
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CRD#: 6043832
Lesley Ann Kilcullin

Professional summary


Lesley Ann Kilcullin, CFP®, who also goes by Lesley Ann Bruns, Lesley A. Kilcullin, is a registered financial advisor currently at KILCULLIN FINANCIAL LIFE PLANNING, LLC located in Moscow Mills, Missouri.

Lesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Lesley has worked at 2 firms .

top-8-questions

Question & Answer


What are your service offerings?
Retirement Planning
Retirement Income Management
Investment Planning
Tax Planning
Education Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
High Net Worth Client Needs
Investment Advice with Ongoing...
Investment Advice without Ongo...
Middle Income Client Needs
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes

Aliases


Lesley Ann Bruns | Lesley A. Kilcullin

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 Lesley Ann Kilcullin'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®
CFP®

Start date: 2009

Experience


Current

October 14, 2015 - Present

KILCULLIN FINANCIAL LIFE PLANNING, LLC

RIA
CRD#: 281362
Moscow Mills, MO
Past

April 2, 2012 - October 1, 2015

FIDUCIARY ADVISORS, INC.

RIA
CRD#: 108239
ST. LOUIS, MO

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
Illinois
(11/15/2022)
IAR
Louisiana
(8/29/2022)
IAR
Missouri
(10/14/2015)

Exams


Current Firm


KILCULLIN FINANCIAL LIFE PLANNING, LLC
KILCULLIN FINANCIAL LIFE PLANNING, LLC
KILCULLIN FINANCIAL LIFE PLANNING | KILCULLIN FINANCIAL LIFE PLANNING, LLC

CRD#: 281362 / SEC#:

Illinois
Registered Investment Advisory firm - (11/15/2022 Approved)
Louisiana
Registered Investment Advisory firm - (8/29/2022 Approved)
Missouri
Registered Investment Advisory firm - (10/14/2015 Approved)
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Contact information


Main Address
Moscow Mills, MO
Mailing Address
1001 Boardwalk Springs Place Suite 111, O'fallon, MO 63368
Phone number
(636) 459-0725
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts130
AUM (Assets Under Management)$ 57,940,229

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.

Company Information


KILCULLIN FINANCIAL LIFE PLANNING, LLC

KILCULLIN FINANCIAL LIFE PLANNING, LLC

CRD#: 281362Moscow Mills, MO

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