Cory McPherson has been President, CEO & Chief Compliance Officer of ProActive Capital Management since September 2022, is a control person of the firm and directly owns 75% or more of it. Cory McPherson holds a Bachelor of Science in Business Finance from Kansas State University.
Proactive Capital Management, Inc. is a Topeka, KS firm with $171M under management, 272 clients and 2 advisers in one office, as of its January 2026 filing.
Cory McPherson is President and CEO of ProActive Capital Management, Inc., based in Topeka, KS. He joined the firm in July 2017 as an associate advisor and paraplanner, became its financial planner and advisor in August 2018, and became part owner and Senior Vice President in 2021. He became President and CEO in 2022. Earlier, he worked for Advisors Excel and AE Wealth Management in Topeka for over 6 years.
Cory McPherson’s longest registration is the current one, 8 years at ProActive Capital Management since 2018. Before joining ProActive Capital Management in 2018, Cory McPherson was registered through Legacy Financial Strategies, LLC and Ae Wealth Management, LLC.
- – present · 8 yearsTopeka, KS · Adviser representative · Firm CRD 297791
- Legacy Financial Strategies, LLC– · 1 yearTopeka, KS · Adviser representative · Firm CRD 283553
- Ae Wealth Management, LLC– · 1 yearTopeka, KS · Adviser representative · Firm CRD 282580
Professional designations
Listed by ProActive Capital Management
- Retirement Income Certified Professional (RICP®)
Investment adviser representative registrations
Cory McPherson is registered as an investment adviser representative in Kansas, since August 2018.
- KansasSince 2 August 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 March 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Cory Mason McPherson
- CRD
- 6632861
- Firm
- ProActive Capital Management · CRD 297791
- Role
- President, CEO & Chief Compliance Officer
- Office
- 1414 SW ASHWORTH PLACE, SUITE 200, Topeka, KS 66604
- Registration
- Investment adviser registration
- In the industry since
- May 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pcmks.com
Where does Cory McPherson work?
Cory McPherson has been President, CEO & Chief Compliance Officer of Proactive Capital Management, Inc. since September 2022, and is a control person of the firm.
Is Cory McPherson a financial advisor?
Yes. Cory McPherson has a current investment-adviser registration in Kansas, through ProActive Capital Management since August 2018.
How many years of experience does Cory McPherson have?
Cory McPherson has 10 years in the financial industry, since May 2016, across 3 adviser firms.
What exams has Cory McPherson passed?
Cory McPherson passed the Series 65 in March 2016.
Where did Cory McPherson work before ProActive Capital Management?
Before ProActive Capital Management, Cory McPherson was registered through Ae Wealth Management, LLC, May 2016 to July 2017.
Where is Cory McPherson based?
Cory McPherson’s registered office is in Topeka, KS.
Is Cory McPherson registered with FINRA?
No. Cory McPherson has no current broker registration.
How can I verify Cory McPherson’s record?
Search CRD 6632861 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cory McPherson’s full registration record.