Kortney McCulley has been Managing Member, Chief Compliance Officer of McCulley Financial Group since February 2011, is a control person of the firm and directly owns 75% or more of it. Kortney McCulley holds a Bachelor of Science in Economics and Finance from Western Illinois University.
McCulley Financial Group, LLC is a Westchester, IL firm with $189M under management, 169 clients and 1 adviser across 2 offices, as of its April 2026 filing.
Kort McCulley created McCulley Financial Group in 2011, which helps individuals and corporations through financial and retirement planning. He also created The DreamNumber™ platform and wrote the book Your Bigger Future.
Kortney McCulley’s longest registration is the current one, 15 years at McCulley Financial Group since 2011. Before joining McCulley Financial Group in 2011, Kortney McCulley was registered through Ausdal Financial Partners, Inc.
- – present · 15 yearsWestchester, IL · Adviser representative · Firm CRD 154891
- Ausdal Financial Partners, Inc.– · 3 yearsBartlett, IL · Adviser representative · Firm CRD 7995
Investment adviser representative registrations
Kortney McCulley is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from April 2011; the most recent is Texas, in February 2024.
- FloridaSince 27 July 2023
- IllinoisSince 1 April 2011
- TexasResidentSince 23 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 27 February 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 July 2008 |
| Series 7 | General Securities Representative Examination | 31 January 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kortney Robert McCulley
- CRD
- 5482838
- Firm
- McCulley Financial Group · CRD 154891
- Role
- Managing Member, Chief Compliance Officer
- Office
- 2 WESTBROOK CORPORATE CENTER, SUITE 220, Westchester, IL 60154
- Registration
- Investment adviser registration
- In the industry since
- January 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kortmcculley.com
Where does Kortney McCulley work?
Kortney McCulley has been Managing Member, Chief Compliance Officer of McCulley Financial Group, LLC since February 2011, and is a control person of the firm.
Is Kortney McCulley a financial advisor?
Yes. Kortney McCulley has a current investment-adviser registration in Florida, Illinois and Texas, through McCulley Financial Group since April 2011.
How many years of experience does Kortney McCulley have?
Kortney McCulley has 18 years in the financial industry, since January 2008, across 2 adviser firms.
What exams has Kortney McCulley passed?
Kortney McCulley has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in January 2008. FINRA credited Kortney McCulley with the SIE, which began in October 2018.
Where is Kortney McCulley based?
Kortney McCulley’s registered office is in Westchester, IL.
Is Kortney McCulley registered with FINRA?
No. Kortney McCulley has no current broker registration.
How can I verify Kortney McCulley’s record?
Search CRD 5482838 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kortney McCulley’s full registration record.