Joseph G Mcculloch
Investment adviser representative at Cetera Planning Partners
12 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$4.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Cetera Planning PartnersNov 2019 to now
- Bank of America, N.A.May 2014 to Nov 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2014 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 4 states (CA, MO, NC, TX).
Cetera Planning Partners
Legal name: The Retirement Planning Group, LLC
$4.2BAssets managed
4,849Clients
322Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5315337
- Firm CRD
- 129625