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Inactive

Joseph G Mcculloch

Cetera Planning Partners

Leawood, KS

Chesterfield, MO

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Current Employers
Cetera Planning Partners

11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-14
CA RA APPROVED 2026-04-13
TX RA APPROVED 2026-02-24
MO RA APPROVED 2019-11-21
  • NC RA
    APPROVED
    Since 2026-07-14
  • CA RA
    APPROVED
    Since 2026-04-13
  • TX RA
    APPROVED
    Since 2026-02-24
  • MO RA
    APPROVED
    Since 2019-11-21

Branch Locations

11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States

14755 N. Outer 40 Road, Chesterfield, MO 63017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Saint Charles MO 04/2014 11/2019
Bank Of America, N.A. Saint Charles MO 05/2014 11/2019
Cetera Planning Partners Leawood KS 11/2019 Present
Previous Registrations
  • 2014-04-14 → 2019-11-18
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Lake St Louis, MO
    Clayton, MO
    Wentzville, MO
    Lake Saint Louis, MO
    O'FAllon, MO
    Saint Charles, MO
    Saint Peters, MO
    Chesterfield, MO
    Lake Saint Louis, MO
    Lake Saint Louis, MO
    Lake Saint Louis, MO
    Lake Saint Louis, MO
    Pennington, NJ
    Pennington, NJ
    Clayton, MO
    Lincoln, RI
    Clayton, MO
    San Diego, CA
  • 2013-01-15 → 2014-04-07
    Smith, Moore & Co.
    Clayton, MO
  • 2009-11-18 → 2012-06-13
    Smart401K, Llc
    Overland Park, KS
  • 2007-05-31 → 2009-08-27
    Sva Wealth Management, Inc.
    Madison, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-03-15
S65 Uniform Investment Adviser Law Examination 2007-05-30
  • S63 Uniform Securities Agent State Law Examination
    2013-03-15
  • S65 Uniform Investment Adviser Law Examination
    2007-05-30
Designations
Other Names
  • Joseph Girard Mcculloch
  • Joseph Girard Mcculloch
  • Joseph Girard Mcculloch

View on SEC IAPD

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Other Investors

COREY RANDALL BIERL
JASON BRETT COLE
JAY PATRICK SIMPSON
MATTHEW JOHN SCHOENFELD
NATHAN DAVID PAULSON
Michael Nathan Paulson
MICHAEL FRANK BACA
THOMAS SCOTT WOODWARD

Other Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS
FIRST NATIONAL ADVISERS, LLC · Overland Park, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
TFB ADVISORS, LLC · OVERLAND PARK, KS
BEACON WEALTH ADVISORY · OVERLAND PARK, KS

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