Kristen McCullough has been Managing Director of Wealth Management of Mowery & Schoenfeld Wealth Management since April 2022, is not listed as a control person, but directly owns between 5% and 10% of the firm.
Mowery & Schoenfeld Wealth Management, LLC is a Lincolnshire, IL firm with $524M under management, 180 clients and 6 advisers across 3 offices, as of its January 2026 filing.
Kristy McCullough is Partner and Managing Director of Mowery & Schoenfeld Wealth Management. She joined the firm in 2022 to lead its Wealth practice and oversees all asset management and investment strategies, with responsibility for staffing and leadership of research, portfolio management and client service. For the past 15 years she held leadership roles, most recently as Senior Vice President Wealth Advisor and head of the Lake Forest office of an investment advisory firm.
Kristen McCullough’s longest registration is the current one, 4 years at Mowery & Schoenfeld Wealth Management since 2022. Before joining Mowery & Schoenfeld Wealth Management in 2022, Kristen McCullough was registered through RMB Capital Management.
- – present · 4 yearsAdviser representative · Firm CRD 118366
- RMB Capital Management– · 3 yearsLake Forest, IL · Adviser representative · Firm CRD 134249
Investment adviser representative registrations
Kristen McCullough is registered as an investment adviser representative in 2 states. The first approvals date from April 2022; the most recent is Florida, in June 2024.
- FloridaSince 13 June 2024
- IllinoisSince 25 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 December 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kristen Michele McCullough
- CRD
- 4279790
- Firm
- Mowery & Schoenfeld Wealth Management · CRD 118366
- Role
- Managing Director of Wealth Management
- Registration
- Investment adviser registration
- In the industry since
- December 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- msllcwealth.com
Where does Kristen McCullough work?
Kristen McCullough has been Managing Director of Wealth Management of Mowery & Schoenfeld Wealth Management, LLC since April 2022.
Is Kristen McCullough a financial advisor?
Yes. Kristen McCullough has a current investment-adviser registration in Florida and Illinois, through Mowery & Schoenfeld Wealth Management since April 2022.
How many years of experience does Kristen McCullough have?
Kristen McCullough has 7 years in the financial industry, since December 2018, across 2 adviser firms.
What exams has Kristen McCullough passed?
Kristen McCullough passed the Series 65 in December 2018.
Where did Kristen McCullough work before Mowery & Schoenfeld Wealth Management?
Before Mowery & Schoenfeld Wealth Management, Kristen McCullough was registered through RMB Capital Management, December 2018 to April 2022.
Is Kristen McCullough registered with FINRA?
No. Kristen McCullough has no current broker registration.
How can I verify Kristen McCullough’s record?
Search CRD 4279790 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kristen McCullough’s full registration record.