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Detailed Report
KORTNEY ROBERT MCCULLEY
KORT ROBERT MCCULLEY
CRD#: 5482838
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Investment Adviser
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Previous Broker
MCCULLEY FINANCIAL GROUP, LLCCRD#: 154891 2 WESTBROOK CORPORATE CENTER
SUITE 220
WESTCHESTER, IL 60154
Registration History
2008201020122014201620182020202220242026IAMCCULLEY FINANCIAL GROUP, LLC (CRD# 154891)2011 - Present (13 years)BTRIAD ADVISORS LLC (CRD# 25803)2012 - 2018 (6 years)BAUSDAL FINANCIAL PARTNERS, INC. (CRD# 7995)2008 - 2012 (4 years)IAAUSDAL FINANCIAL PARTNERS, INC. (CRD# 7995)2009 - 2012 (3 years)
License(s)

State Registrations

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Florida 7/27/2023
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Texas 2/23/2024
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Illinois 4/1/2011
Current Registration(s)
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MCCULLEY FINANCIAL GROUP, LLC (CRD#:154891)
2 WESTBROOK CORPORATE CENTER SUITE 220, WESTCHESTER, IL 60154
Registered with this firm since 4/1/2011
Previous Registration(s)
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 12/03/2012 - 12/31/2018 TRIAD ADVISORS LLC (CRD#:25803) WESTCHESTER, IL
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 10/02/2009 - 12/03/2012 AUSDAL FINANCIAL PARTNERS, INC. (CRD#:7995) BARTLETT, IL
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 02/01/2008 - 12/03/2012 AUSDAL FINANCIAL PARTNERS, INC. (CRD#:7995) BARTLETT, IL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.