Mccormack Financial Planning Inc.

Mccormack Financial Planning Inc. (CRD# 136857) is a financial advisory firm headquartered in Atlanta, GA. They manage $52,100,678 in 359 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    359
    ACCOUNTS
  • Average Account Value
    $145,127
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, MD, TX

Financial Advisors at Mccormack Financial Planning Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Linda R. Kuehn
CRD#: 4304679
2002 Summit Blvd., Suite 1275, Atlanta, GA 30319
93
Wealthminder
score

Linda Kuehn (CRD# 4304679) is an Investment Advisor Representative working at Mccormack Financial Planning Inc. in Atlanta, GA and has over 12 years of experience in the finance industry.

2
Brian M. Macconnell
CRD#: 4021421
2002 Summit Blvd., Suite 1275, Atlanta, GA 30319
93
Wealthminder
score

Brian Macconnell (CRD# 4021421) is an Investment Advisor Representative working at Mccormack Financial Planning Inc. in Atlanta, GA and has over 16 years of experience in the finance industry.

3
John A. Bowling
CRD#: 5714509
2002 Summit Blvd., Suite 1275, Atlanta, GA 30319
87
Wealthminder
score

John Bowling (CRD# 5714509) is an Investment Advisor Representative working at Mccormack Financial Planning Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

4
Barbara M. McCormack
CRD#: 807282
2002 Summit Blvd., Suite 1275, Atlanta, GA 30319
86
Wealthminder
score

Barbara McCormack (CRD# 807282) is an Investment Advisor Representative working at Mccormack Financial Planning Inc. in Atlanta, GA and has over 30 years of experience in the finance industry. Barbara McCormack 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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