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John Michael Haig Mcculloch

John Michael Haig Mcculloch

AIF®, CFP®
HUNTER ASSOCIATES
SALEM, OH
·CRD# 6927273·8 years experience

Professional Summary

John Michael Haig Mcculloch, AIF®, CFP®, who also goes by John Michael H Mcculloch, Mike Mcculloch, is a registered financial advisor currently at HUNTER ASSOCIATES LLC located in Salem, Ohio. John Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. John Michael has worked at 1 firm and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

John Michael H Mcculloch, Mike Mcculloch

Blog Corner

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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

AIF®
Accredited Investment Fiduciary
CFP®
Certified Financial PlannerSince 2020

Years of Experience

8 years in the financial services industry

Current & Past Employments

HUNTER ASSOCIATES LLC·CRD# 30177
RIA
BD
120 W. Second Street, Salem, OH 44460
July 17, 2018 - Present
HUNTER ASSOCIATES LLC·CRD# 30177
RIA
BD
120 W. Second Street, Salem, OH 44460
May 29, 2018 - Present

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Current Firm

HUNTER ASSOCIATES LLC
HUNTER ASSOCIATES LLC

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | HUNTER ASSOCIATES, INC. | HUNTER ASSOCIATES LLC

CRD#: 30177 / SEC#: 801-42007, 8-44779
RIA
Registered Investment Advisory firm - SEC (7/27/1992 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Contact Information

Main Address

436 Seventh Avenue Koppers Building 27th Floor, Pittsburgh, PA, 15219-1818

Mailing Address

436 Seventh Avenue 27th Floor, Pittsburgh, PA, 15219

Phone Number

(412) 471-4191

Established

Delaware since 01/01/2016

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

# of Employees

14

SEC notice filing (32 States and Territories)

Registered to provide investment advisory services in 32 US states and territories.

FINRA licenses (38 States and Territories)

Registered to provide investment advisory services in 32 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

2026 HUNTER ASSOCIATES FORM ADV PART 2A (3/31/2026)

Direct owners and executive officers

NamePositionCRD#
HUNTER ASSOCIATES HOLDINGS, LLCMEMBER—
CLARK, PATRICK JAMESCCO5314331
DYKSTRA, CHASE ANDREWFINOP7597864
MARSHALL, BRADLEY JOHNCFO, TREASURER, DIRECTOR2047270
MCCULLOCH, ROBERT SPITTAL IIIVICE PRESIDENT,DIRECTOR730963
SNYDER, ERICA LYNNPRESIDENT,CEO,DIRECTOR3075140

Regulatory Assets Under Management

Total Number of Accounts

2,624

AUM (Assets Under Management)

$1,339,005,097

Disclosures

Regulatory Event

1

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
04/14/2026Cover PageReport
08/11/2025Cover PageReport
09/30/2024Cover PageReport

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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. Hanna Relocation Associates, Not investment-related, address: 215 Frederick Ave Sewickley, PA 15143, Relocation Associate, Start April 2019. On a referral basis. 2. Independent Insurance Agent; investment related; Branch Office-120 W. 2nd Street PO Box 769 Salem, Ohio 44460; sale of insurance products; insurance agent; September 2018; 5-10 hours/month all during trading hours; sale of non-variable life, health, annuity and/or disability income insurance products 3. Glad You Asked; Non-investment related; address: 215 Frederick Ave Sewickley, PA 15143; Educational content on YouTube and company webpage, creator, 5/21/2025, 30 hours, 0 hours, create educational content.

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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".
HUNTER ASSOCIATES LLC
HUNTER ASSOCIATES LLC

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | HUNTER ASSOCIATES, INC. | HUNTER ASSOCIATES LLC

CRD#: 30177 / SEC#: 801-42007, 8-44779
RIA
Registered Investment Advisory firm - SEC (7/27/1992 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(8/20/2019)
RR
Arizona
(8/28/2018)
RR
California
(8/20/2019)
RR
Colorado
(2/20/2019)
RR
Florida
(11/10/2018)
RR
Georgia
(9/14/2018)
RR
Illinois
(11/1/2018)
RR
Indiana
(8/28/2018)
RR
Iowa
(8/28/2018)
RR
Kentucky
(9/19/2018)
RR
Maryland
(3/26/2025)
RR
Massachusetts
(1/2/2019)
RR
Michigan
(9/3/2019)
RR
New York
(9/19/2018)
RR
North Carolina
(7/5/2019)
RR
Ohio
(7/20/2018)
IAR
Ohio
(7/20/2018)
RR
Pennsylvania
(7/17/2018)
IAR
Pennsylvania
(7/17/2018)
RR
South Carolina
(4/11/2019)
RR
Tennessee
(7/21/2021)
RR
Texas
(11/12/2018)
RR
Utah
(10/14/2019)
RR
Virginia
(9/19/2018)
RR
West Virginia
(11/16/2018)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2018About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2018About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view John Michael Haig Mcculloch's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view John Michael Haig Mcculloch's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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John Michael Haig Mcculloch
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