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9300 Shelbyville Road
Suite. 1310
Louisville, KY 40222

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Kentucky Planning Partners

502-394-0400

 
Michael McCulloch, CFP®, MBA, CRPS®

Michael McCulloch, CFP®, MBA, CRPS®

CERTIFIED FINANCIAL PLANNERâ„¢ Practitioner, Investment Advisor Representative and Dave Ramsey SmartVestor Pro

Michael McCulloch ADV 2(b) Brochure

As an LPL Registered Representative with Kentucky Planning Partners, my role is to help clients manage their financial resources today so they can live the life they want tomorrow.  Dedicated to the highest ethical standards, I seek to provide quality advice and superior service.  My promise is to keep things simple and easy to understand.

My job is to bring all areas of your financial life together into an actionable financial plan.  This plan will identify where you are financially today, where you want to be in the future, and how we strive to get you there.  Feel free to call me anytime to discuss your financial future.

As a Dave Ramsey SmartVestor Pro, I have a true passion for educating and advising people in pursuing their financial goals.

The SmartVestor Program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of Kentucky Planning Partners or LPL. 

 

Formal Education and Experience:

Master of Business Administration, Indiana University Southeast, 2002

Bachelor of Science, Marketing and Information Systems, University of Indianapolis, 1997 

Life and Health license in KY, IN, and OH.

Series 7 and 66 registrations held with LPL Financial.

Series 66 registration also held with KPP Advisory Services 

Registered for Securities in the following states:

IL, IN, KY, OH

Registered as IAR in the following states:

KY

EXPERIENCE

Wells Fargo Advisors Louisville, KY 2013-2014

Morgan Stanley Wealth Management Louisville, KY 2011-2013

Charlie Wilsons Appliance Louisville, KY 1997-2009

 

Professional Designation

CFP® 

CRPS® – Certified Retirement Plans Specialist, College for Financial Planning

 

Personal

In my spare time, I enjoy golfing, fishing, BBQing, and spending time with my wife.  Amy and I have been married for ten years and we both enjoy working around our home and traveling.