Michael McCulloch, CFP®, MBA, CRPS®
CERTIFIED FINANCIAL PLANNER™ Practitioner, Investment Advisor Representative
Michael McCulloch ADV 2(b) Brochure
As a CERTIFIED FINANCIAL PLANNERTM practitioner 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 Financial.
SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit here to learn more.
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:
IN, KY, OH, FL, MN, MO, PA, TN, VA
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® - CERTIFIED FINANCIAL PLANNERTM Practitioner
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 19 years and we both enjoy working around our home and traveling.
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