Jeffrey Scott Mcculloch

Employer firm

Cascade Financial Partners, LLC CRD 326620

$1.38B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 08/2023
  Creative Planning
  Overland Park, KS
• 08/2023 → Present
  Cascade Financial Partners, Llc
  San Diego, CA

Previous Registrations

• 2016-06-02 → 2023-08-28
  Creative Planning
  San Diego, CA
  Overland Park, KS
• 2013-10-04 → 2017-08-29
  Gupta Wealth Management, Llc
  San Diego, CA
• 2008-08-27 → 2013-10-15
  Ubs Financial Services Inc.
  La Jolla, CA
• 2001-03-09 → 2008-09-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
  San Diego, CA

Other Businesses

F&S Endeavor LLC; Investment related; San Diego, CA; Nature of business: Invest in private equity, real estate, and other similar assets; Position is Secretary; started 12/31/20; Approx. number of hours devoted to other business: less than 1 hour per month and 0 hours during trading hours

Exams

• S66 Uniform Combined State Law Examination
  2001-02-15

Other Names

• Jeff Mcculloch