AdFi
CB

Cullen Byrne Ebert

Investment Adviser Representative at Axiom Financial Strategies Group, LLC

New Albany, INCRD #7877138Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Cullen Byrne Ebert is an investment adviser representative with Axiom Financial Strategies Group, LLC in New Albany, IN, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Raymond James Financial Services Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Indiana.

Office

101 W. Spring Street, 5th Floor
New Albany, IN 47150

Advisors at this office: 7

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Indiana
Broker:
2 states and territories

Indiana, Kentucky

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/22/2024
Series 7
General Securities Representative Examination
Passed 9/11/2024
SIE
Securities Industry Essentials Examination
Passed 7/3/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Axiom Financial Strategies Group, LLCCurrent
6/20/2025 – New Albany, IN
Raymond James Financial Services Advisors, Inc
12/4/2024 – 5/21/2025Louisville, KY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. PNC Private Bank
    Oct 2021 – Feb 2024Cincinnati, OH
  2. Irving Materials Inc
    May 2021 – Aug 2021Sellersburg, IN
  3. Planet Fitness
    Oct 2020 – May 2021New Albany, IN
  4. Libs Paving Company
    May 2018 – Aug 2020Floyds Knobs, IN
  5. Indiana University
    Aug 2018 – Aug 2022Bloomington, IN
  6. Our Lady Of Providence High School
    Aug 2014 – May 2018Clarksville, IN
  7. Raymond James Financial Services Advisors, Inc
    Mar 2024 – May 2025Louisville, KY
  8. Axiom Financial Strategies Group LLC
    May 2025 – no end date reportedNew Albany, IN
  9. Lion Street Financial, LLC
    Jun 2025 – no end date reportedNew Albany, IN
  10. Integrity Alliance, LLC.
    Nov 2025 – no end date reportedNew Albany, IN

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Axiom Financial Strategies Group, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
7
Offices listed on AdvisorFinder:
1
Main office:
New Albany, IN
SEC file number:
801-117878

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 28, 2026

View full firm profile

Other advisors at Axiom Financial Strategies Group, LLC

6 other advisors in the directory

View Axiom Financial Strategies Group, LLC firm profile

Similar advisors in New Albany, IN

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cullen Byrne Ebert has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched