Kortney Robert McCulley
Investment Adviser Representative at Mcculley Financial Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kortney Robert Mcculley is an investment adviser representative with Mcculley Financial Group, LLC in Westchester, IL, where they have been registered since 2011. They have worked in the securities industry since 2008 and were previously registered with Ausdal Financial Partners, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida, Illinois, and Texas.
Registrations & licenses
- Investment adviser:
- Florida, Illinois, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Mcculley Financial Partners, LLCMar 2009 – no end date reportedBartlett, IL
- Mcculley Financial Group, LLCDec 2010 – no end date reportedBartlett, IL
- Triad Advisors IncDec 2012 – no end date reportedNorcross, GA
- 3Amigos Investments, LLCMay 2021 – no end date reportedEmhurst, IL
- DreamNumber, LLCJan 2014 – no end date reportedElmhust, IL
- TechTitans Innovations, LLCNov 2023 – no end date reportedLakewood Ranch, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mcculley Financial 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
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Westchester, IL
- SEC file number:
- 801-129527
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 8, 2026
View full firm profileSimilar advisors in Westchester, IL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kortney Robert McCulley 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.
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