Cullen Patrick Prena

Employer firm

Advance Capital Management Inc CRD 110767

$4.98B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 08/2017 → 05/2018
  University Of Mississippi
  Oxford, MS
• 08/2016 → 08/2017
  Athletes To Careers
  Eugene, OR
• 03/2019 → 02/2021
  J.P. Morgan Securities, Llc
  Fishers, IN
• 03/2019 → 02/2021
  Jpmorgan Chase Bank, N.A.
  Fishers, IN
• 08/2017 → 08/2018
  University Of Mississippi
  Oxford, MS
• 08/2018 → 03/2019
  Unemployed
  West Bloomfield, MI
• 08/2015 → 06/2017
  University Or Oregon
  Eugene, OR
• 02/2021 → Present
  Advance Capital Management, Inc.
  Southfield, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-30
• S63 Uniform Securities Agent State Law Examination
  2019-05-02

Designations

• Certified Financial Planner

Other Names

• Cullen P Prena
• Cullen Prena