Debra
Mcculley

Sheaff Brock Investment Advisors, LLC

CRD#1518943
Investment Advisor
in Indianapolis, IN

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About this Advisor

Debra Mcculley is a financial advisor based in Indianapolis, Indiana, working with Sheaff Brock Investment Advisors, LLC. Debra has previously held positions at Sheaff Brock Investment Advisors and Salzinger Sheaff Brock, LLC. Debra has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Debra is part of Sheaff Brock Investment Advisors, LLC, which operates out of Indianapolis, Indiana. The firm has 25 employees and manages assets totaling $1.4 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Sheaff Brock Investment Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8801 River Crossing Blvd Suite 100
Indianapolis, IN 46240

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Sheaff Brock Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$1,350,940,663

IN Average: $1,347,246,178
Total Number of Employees

25

IN Average: 46
Total Number of Accounts

1,998

IN Average: 1,775
Average Account Size

$676,146

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Debra Mcculley Work History

2009 - Present (16 years)

Salzinger Sheaff Brock, LLC

2004 - Present (21 years)

Sheaff Brock Investment Advisors

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Disclosures

Please visit the SEC profile of Debra Mcculley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sheaff Brock Investment Advisors, LLC

Emily Begeman
Indianapolis, IN
Matthew Potter
Indianapolis, IN
Audrey Bruch
Indianapolis, IN
Thomas Kaiser
Indianapolis, IN
Samantha Pezzute
Indianapolis, IN
Christina Jordan
Indianapolis, IN
Katherine Harper
Indianapolis, IN
Tiffany Vanhook
Indianapolis, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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