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Kortney Robert Mcculley

Mcculley Financial Group, LLC

Westchester, IL

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Current Employers
Mcculley Financial Group, Llc

2 Westbrook Corporate Center Suite 220, Westchester, IL 60154 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-23
IL RA APPROVED 2026-02-23
TX RA APPROVED_RES 2024-02-23
  • FL RA
    APPROVED
    Since 2026-02-23
  • IL RA
    APPROVED
    Since 2026-02-23
  • TX RA
    APPROVED_RES
    Since 2024-02-23

Branch Locations

2 Westbrook Corporate Center Suite 220, Westchester, IL 60154 • 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
Mcculley Financial Partners, Llc Bartlett IL 03/2009 Present
Mcculley Financial Group, Llc Bartlett IL 12/2010 Present
Triad Advisors Inc Norcross GA 12/2012 Present
3Amigos Investments, Llc Emhurst IL 05/2021 Present
Dreamnumber, Llc Elmhust IL 01/2014 Present
Techtitans Innovations, Llc Lakewood Ranch FL 11/2023 Present
  • 03/2009 → Present
    Mcculley Financial Partners, Llc
    Bartlett, IL
  • 12/2010 → Present
    Bartlett, IL
  • 12/2012 → Present
    Triad Advisors Inc
    Norcross, GA
  • 05/2021 → Present
    3Amigos Investments, Llc
    Emhurst, IL
  • 01/2014 → Present
    Dreamnumber, Llc
    Elmhust, IL
  • 11/2023 → Present
    Techtitans Innovations, Llc
    Lakewood Ranch, FL
Previous Registrations
Other Businesses

1. NON SECURITIES RELATED INSURANCE SALES THROUGH MCCULLEY INSURANCE SERVICES, LLC, DONE DURING TRADING HOURS. 2. MCCULLEY FINANCIAL GROUP, LLC, OWNER, REGISTERED INVESTMENT ADVISER, NUMBER OF HOURS TO VARY DURING TRADING HOURS, RIA APPROVED 4/1/2011. 3)YOUR BIGGER FUTURE;NOT INVESTMENT RELATED;2 WESTBROOK CORPORATE CENTER,SUITE 220,WESTCHESTER,IL;BOOK;AUTHOR;11/10/2014;LESS THAN 20 HRS/MONTH;VARIES;HELPING CLIENTS PLAN,ORGANIZE,SUPPORT,BUDGET AND COMPLETE THEIR DREAMS 4)McCulley Ag Services LLC; not investment related;8948 10th Street, Mediapolis,IA 52637;agriculture consulting;50% owner;2013;0 hrs/month;0 hrs during trading;part owner-not active 5) 3Amigos Investments, LLC, not investment related, Elmhurst, IL, an agriculture commodities investment company, Partial Owner, 05/2021 to Present, approximately 1 hour per day is spent on this activity. 6) TechTitans Innovations, LLC, Not Investment related, Lakewood Ranch Florida, a technology company, Owner, 11/2023 to Present, less that 10% of time is spent on this activity;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-02-27
S63 Uniform Securities Agent State Law Examination 2008-07-02
  • S65 Uniform Investment Adviser Law Examination
    2009-02-27
  • S63 Uniform Securities Agent State Law Examination
    2008-07-02
Other Names
  • Kort Robert Mcculley

View on SEC IAPD

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