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Michael Jordan McCulloch

KPP Advisory Services LLC

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About Michael Jordan McCulloch

Michael Jordan McCulloch is an investment advisor representative with KPP Advisory Services LLC. He is registered in Kentucky and Indiana, and he also holds a Series 7 and Series 66 license. Michael has been in the financial services industry since 2011. Michael has a strong background in portfolio management for both individuals and businesses. He also provides financial planning services. Michael Jordan McCulloch's previous firms include Wells Fargo Advisors, LLC and Morgan Stanley.

Firm Information

Michael McCulloch is currently registered with KPP Advisory Services LLC. KPP Advisory Services LLC is a Louisville, KY-based registered investment advisor with over $874 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. They specialize in working with high-net-worth individuals and other individuals, and have over 24 licensed agents and investment advisor representatives.
KPP Advisory Services LLC

9300 SHELBYVILLE RD.

LOUISVILLE, KY 40222

$874.25M

Assets Under Management

Not reported

Total Clients

22

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Michael McCulloch’s Registration & Firm History

KY

10/09/2017 - Present

KPP Advisory Services LLC (LOUISVILLE KY)

KY

04/11/2013 - 01/06/2015

WELLS FARGO ADVISORS, LLC (LOUISVILLE KY)

KY

07/11/2011 - 04/01/2013

MORGAN STANLEY (LOUISVILLE KY)

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Licenses & Designations

BOTH

Issued 08/04/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Jordan McCulloch.
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