Cullen Henley
Investment adviser representative at Continuum Advisory, LLC
12 yearsExperience
1 stateRegistered in
$1.9BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Continuum Advisory, LLCApr 2026 to now
- Osaic WealthMar 2026 to now
- Wells Fargo Advisors Financial Network, LLCAug 2024 to Feb 2026
- RBC Wealth ManagementMay 2022 to Aug 2022
- Lone Mountain Real EstateAug 2021 to Aug 2025
- Yellowstone ClubDec 2019 to Mar 2025
- Henley PaintingAug 2018 to May 2024
- Emmer BrothersFeb 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MT).
Continuum Advisory, LLC
$1.9BAssets managed
3,461Clients
40Advisers
10 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
- 7578855
- Firm CRD
- 283155