Kort Mcculley, Aif, Bfa, Cpfa

Kort Mcculley, Aif, Bfa, Cpfa Email and Phone Number

Serving people on their journey to financial freedom and the pursuit of a bigger future! @ McCulley Financial Group
westchester, illinois, united states
Kort Mcculley, Aif, Bfa, Cpfa's Location
Westchester, Illinois, United States, United States
Kort Mcculley, Aif, Bfa, Cpfa's Contact Details

Kort Mcculley, Aif, Bfa, Cpfa work email

Kort Mcculley, Aif, Bfa, Cpfa personal email

Kort Mcculley, Aif, Bfa, Cpfa phone numbers

About Kort Mcculley, Aif, Bfa, Cpfa

Connect with me using ---> kmcculley@mcculleyfinancial.com You know how most businesses struggle with running a successful retirement program, planning that doesn't really work, and no real path to a bigger future? I solve that, using my experience of creating strong programs and directing loyal employees to a bigger future at growing companies.If you're an entrepreneur, business owner, key executive or leader that wants to:> attract and keep great employees> know exactly whether you and your employees are on track for a bigger future> create a culture that's focused on a clear future rather than hope based planning> identify the best tools and resources in the marketplace for you and your team members...Then we should talk.Use this form to set up a chat ---> 312.219.9000Corporate Retirement Plan Consultant, focused on managing qualified plans i.e. 401k profit sharing plans, defined benefit pension plans, and other retirement plans for small to mid-size businesses initially throughout the Midwest but now Nationwide.Held various roles in financial services and insurance industry: Accredited Investment Fiduciary (AIF), Employee Benefits Consultant, Corporate Retirement Plan Consultant, Business Owner, Partner, Author, Investor, and Blogger.Specialties:Fiduciary ConsultingRetirement Plan Consulting401kInvestment AdvisoryDream PlanningFinancial Planning401k ManagementInvestment PlanningEstate PlanningIndividual ConsultationsCorporate ConsultationsFinancial BootcampsDreamNumberFreedom to Dream Video SeriesInvestment CommitteesRetirement Provider SearchesSmall to Mid-Sized BusinessesPublic Speaking

Kort Mcculley, Aif, Bfa, Cpfa's Current Company Details
McCulley Financial Group

Mcculley Financial Group

View
Serving people on their journey to financial freedom and the pursuit of a bigger future!
westchester, illinois, united states
Employees:
3
Kort Mcculley, Aif, Bfa, Cpfa Work Experience Details
  • Mcculley Financial Group
    Principal
    Mcculley Financial Group Apr 2011 - Present
    Greater Chicago Area
  • Dreamnumber
    Founder
    Dreamnumber Jan 2013 - Present
    Greater Chicago Area
  • Your Bigger Future Book
    Author
    Your Bigger Future Book Nov 2014 - Present
    Greater Chicago Area
  • Champions For Cures
    Co-Founder
    Champions For Cures Aug 2011 - Present
    Greater Chicago Area
  • Triad Advisors
    Registered Representative
    Triad Advisors Dec 2012 - Dec 2018
    Norcross, Ga
  • Ausdal Financial Partners
    Registered Representative
    Ausdal Financial Partners Feb 2007 - Nov 2012
    Downers Grove, Il
  • Timberland Financial Group
    Managing Partner
    Timberland Financial Group Mar 2009 - May 2011
    Batavia, Il
  • Wine Sergi & Co, Llc
    Corporate Retirement Plan Consultant
    Wine Sergi & Co, Llc Feb 2007 - Mar 2009
    St Charles, Il
  • Kiawah Island Golf Resort
    Assistant Golf/Retail Operations Manager
    Kiawah Island Golf Resort May 2006 - Feb 2007
    Kiawah Island, Sc

Kort Mcculley, Aif, Bfa, Cpfa Skills

Investments 401k Wealth Management Retirement Retirement Planning Employee Benefits Insurance Risk Management Finance Financial Planning Securities Small Business Financial Advisory Financial Services Defined Benefit Mutual Funds New Business Development Public Speaking Financial Planners Asset Allocation Investment Advisory Financial Analysis Strategic Financial Planning Marketing Strategy Compliance Pensions Series 63 Series 7 Coaching

Kort Mcculley, Aif, Bfa, Cpfa Education Details

Frequently Asked Questions about Kort Mcculley, Aif, Bfa, Cpfa

What company does Kort Mcculley, Aif, Bfa, Cpfa work for?

Kort Mcculley, Aif, Bfa, Cpfa works for Mcculley Financial Group

What is Kort Mcculley, Aif, Bfa, Cpfa's role at the current company?

Kort Mcculley, Aif, Bfa, Cpfa's current role is Serving people on their journey to financial freedom and the pursuit of a bigger future!.

What is Kort Mcculley, Aif, Bfa, Cpfa's email address?

Kort Mcculley, Aif, Bfa, Cpfa's email address is ko****@****ail.com

What is Kort Mcculley, Aif, Bfa, Cpfa's direct phone number?

Kort Mcculley, Aif, Bfa, Cpfa's direct phone number is 312-219*****

What schools did Kort Mcculley, Aif, Bfa, Cpfa attend?

Kort Mcculley, Aif, Bfa, Cpfa attended Western Illinois University, Western Illinois University, Wapello High School.

What are some of Kort Mcculley, Aif, Bfa, Cpfa's interests?

Kort Mcculley, Aif, Bfa, Cpfa has interest in Hunting, Hiking The Outdoors, Fishing, Golfing.

What skills is Kort Mcculley, Aif, Bfa, Cpfa known for?

Kort Mcculley, Aif, Bfa, Cpfa has skills like Investments, 401k, Wealth Management, Retirement, Retirement Planning, Employee Benefits, Insurance, Risk Management, Finance, Financial Planning, Securities, Small Business.

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