Laurence McCulla, financial advisor Leawood KS
96 score

Laurence McCulla

CRD Number: 3144131
Current Firm: Mariner Wealth Advisors, LLC

Laurence McCulla (CRD# 3144131) is an Investment Advisor Representative working at Mariner Wealth Advisors, LLC in Leawood, KS and has over 18 years of experience in the finance industry. Laurence McCulla has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Montage Securities, LLC Leawood, KS Mar 2012 - Current 4
Mariner Wealth Advisors, LLC Leawood, KS Jan 2011 - Current 5
Cbiz Financial Solutions, Inc. San Diego, CA Jun 2005 - Mar 2012 6
Cbiz Accounting, Tax & Advisory Of San Diego San Diego, CA Jan 2005 - Dec 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for Laurence C. McCulla
Phone Number: 913-647-9700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    673
    MILLIONS
  • Total Number of Accounts
    2,037
    ACCOUNTS
  • Average Account Value
    $330,386
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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