• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
JEFFREY SCOTT MCCULLOCH
JEFF MCCULLOCH
CRD#: 4232179
IA
Investment Adviser
CASCADE FINANCIAL PARTNERS, LLCCRD#: 326620 11975 EL CAMINO REAL
SUITE 100
SAN DIEGO, CA 92130
Registration History
2002200420062008201020122014201620182020202220242026IACASCADE FINANCIAL PARTNERS, LLC (CRD# 326620)2023 - Present (1 year)IACREATIVE PLANNING (CRD# 105348)2016 - 2023 (7 years)IAGUPTA WEALTH MANAGEMENT, LLC (CRD# 161721)2013 - 2017 (3 years)IAUBS FINANCIAL SERVICES INC. (CRD# 8174)2008 - 2013 (5 years)IAMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2001 - 2008 (7 years)
License(s)

State Registrations

IA
California 8/25/2023

IA
Texas 4/30/2024

Current Registration(s)
IA
CASCADE FINANCIAL PARTNERS, LLC (CRD#:326620)
11975 EL CAMINO REAL SUITE 100, SAN DIEGO, CA 92130
Registered with this firm since 8/25/2023

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
06/02/2016 - 08/28/2023 CREATIVE PLANNING (CRD#:105348) OVERLAND PARK, KS
IA
10/04/2013 - 08/29/2017 GUPTA WEALTH MANAGEMENT, LLC (CRD#:161721) SAN DIEGO, CA
IA
08/27/2008 - 10/15/2013 UBS FINANCIAL SERVICES INC. (CRD#:8174) LA JOLLA, CA
IA
03/09/2001 - 09/03/2008 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) SAN DIEGO, CA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.