Leland S. Mccullough

BLUE BARN WEALTH

Orem, UT 84057

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CRD#: 6560521

Professional summary

Leland Stanford Mccullough IV, CFP®, who also goes by Leland Stanford Mccullough, Stanford Mccullough, is a registered financial advisor currently at BLUE BARN WEALTH located in Orem, Utah.

Leland is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Leland has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Leland Stanford Mccullough | Stanford Mccullough

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 McCullough Group; No; Salt Lake City, UT; Attorney; 09/2023; 146/ HRS MO; 146/ HRS MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leland Stanford Mccullough IV'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

Experience

Current

July 20, 2023 - Present

BLUE BARN WEALTH

Office #1: 370 West Center Street, Orem, UT 84057

RIA

CRD#: 107202

Orem, UT

Past

March 7, 2018 - May 21, 2018

CAPFINANCIAL SECURITIES, LLC.

CRD#: 126291

Salt Lake City, UT

Past

February 1, 2018 - May 21, 2018

CAPTRUST

RIA

CRD#: 175112

Salt Lake City, UT

Past

August 4, 2016 - December 31, 2017

KNOX CAPITAL ADVISORS, LLC

RIA

CRD#: 131000

DRAPER, UT

Past

June 8, 2016 - December 31, 2017

KCG SECURITIES, LLC

CRD#: 151300

DRAPER, UT

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".

BLUE BARN WEALTH

CRD#: 107202 / SEC#: 801-118602

RIA

Registered Investment Advisory firm - (4/29/2020 Approved)

Texas

Registered Investment Advisory firm - (9/2/2020 Terminated)

Utah

Registered Investment Advisory firm - (9/2/2020 Terminated)

Wyoming

Registered Investment Advisory firm - (9/16/2020 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.

Highlighted states indicate IAR registrations

IAR

Utah
(7/20/2023)

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

IAR

Series 66

Date: 8/4/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/21/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/8/2016

General Securities Representative Examination

Current Firm

BLUE BARN WEALTH

CRD#: 107202 / SEC#: 801-118602

RIA

Registered Investment Advisory firm - (4/29/2020 Approved)

Texas

Registered Investment Advisory firm - (9/2/2020 Terminated)

Utah

Registered Investment Advisory firm - (9/2/2020 Terminated)

Wyoming

Registered Investment Advisory firm - (9/16/2020 Terminated)

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Contact information

Main Address

370 West Center Street, Orem, UT 84057

Mailing Address

Phone number

(801) 466-4101

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - BLUE BARN WEALTH (3/31/2025)

Regulatory assets under management

Total Number of Accounts	990
AUM (Assets Under Management)	$ 521,370,490

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

Leland S. Mccullough

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leland Stanford Mccullough IV's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPFINANCIAL SECURITIES, LLC.

CAPTRUST

KNOX CAPITAL ADVISORS, LLC

KCG SECURITIES, LLC

Primary Firm SEC Registration

BLUE BARN WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 8/4/2016

SIE

Date: 5/21/2018

Series 7

Date: 6/8/2016

Current Firm

BLUE BARN WEALTH

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUE BARN WEALTH

TRUST BUT VERIFY

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