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Joseph G McCulloch

THE Retirement Planning Group, LLC

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About Joseph G McCulloch

Joseph G. McCulloch is a financial advisor who has been in the industry for over 10 years. Joseph currently works at The Retirement Planning Group, LLC, and has worked in the past at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Smith, Moore & Co.. Joseph has obtained a Series 7, Series 63, and Series 65 licenses. Joseph is a Certified Financial Planner and has a background in financial planning and portfolio management. Joseph helps individuals and families develop personalized financial plans and investment strategies.

Firm Information

Joseph McCulloch is currently registered with THE Retirement Planning Group, LLC. THE Retirement Planning Group, LLC is an investment advisor registered with the SEC. The firm manages approximately $2.63 billion in assets for 8,607 clients, including high-net-worth individuals and individuals other than high-net-worth. The firm provides financial planning, portfolio management for individuals, and educational seminars. They are based in Leawood, KS.
THE Retirement Planning Group, LLC

4811 W. 136TH STREET

LEAWOOD, KS 66224

$2.63B

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph McCulloch’s Registration & Firm History

KS

11/21/2019 - Present

THE Retirement Planning Group, LLC (LEAWOOD KS)

MO

04/14/2014 - 11/18/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)

MO

03/05/2013 - 04/07/2014

SMITH, MOORE & CO. (CLAYTON MO)

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Licenses & Designations

BC

Issued 03/15/2013

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/30/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph G McCulloch.
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