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Kortney McCulley, financial advisor Westchester IL

Kortney McCulley

CRD Number: 5482838
Current Firm: Mcculley Financial Group, LLC
Compensation Model: Both
Kortney McCulley (CRD# 5482838) is an Investment Advisor Representative working at Mcculley Financial Group, LLC in Westchester, IL and has over 8 years of experience in the finance industry.
CONTACT
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Company Name Location Dates Years
Techtitans Innovations, LLC Lakewood Ranch, FL Nov 2023 - Current < 1
3amigos Investments, LLC Emhurst, IL May 2021 - Current 2
Dreamnumber, LLC Elmhust, IL Jan 2014 - Current 10
Triad Advisors Inc. Norcross, GA Dec 2012 - Current 11
Mcculley Financial Group, LLC Bartlett, IL Dec 2010 - Current 13
Mcculley Financial Partners, LLC Bartlett, IL Mar 2009 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S65 NASAA Investment Advisors Law Examination Feb 2009
Contact Info for Kortney R. McCulley
2 Westbrook Corporate Center, Suite 220, Westchester, IL 60154
Phone Number: 312-219-9000
Firm Website: https://twitter.com/dream_number
Registered State(s):
  • FL
  • IL
  • TX
Current Firm Details
Mcculley Financial Group, LLC
Firm's CRD Number: 154891
2 Westbrook Corporate Center, Suite 220, Westchester, IL 60154
By the Numbers
  • Total Assets Under Management
    125
    MILLIONS
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $840,292
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL

Firm Disclaimer:

Investment advisor representative of and advisory services through McCulley Financial Group, LLC., A Registered Investment Advisor. Registered Representative of and securities offered through Triad Advisors, Member FINRA/SIPC. Triad Advisors and McCulley Financial Group, LLC are independent and not affiliated.

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