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 operating in Indianapolis, Indiana with a total of 17 years of industry experience. Mcculley is currently employed by Sheaff Brock Investment Advisors, LLC. They have spent their complete career at Sheaff Brock Investment Advisors, Llc. Mcculley maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Indiana. Sheaff Brock Investment Advisors, LLC is an advisory company that has its headquarters in Indianapolis, IN. It oversees $1 billion in assets under management between its 2,021 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm serves nine charities and foundations. Of its 2,021 customer accounts, 36% are held by high-net-worth individuals who have greater than $1 million in investable assets. Sheaff Brock Investment Advisors, LLC provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually are based on the type of financial services offered. Fee types billed by Sheaff Brock Investment Advisors, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

17 years

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

$1,049,676,930

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

25

IN Average: 46
Total Number of Accounts

2,021

IN Average: 1,775
Average Account Size

$519,385

IN Average: $759,012

Investment Advisory Services

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

Debra Mcculley Work History

Debra has been registered as a financial advisor for 17 years.*

2004 - Present (20 years)

Sheaff Brock Investment Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Audrey Bruch
Indianapolis, IN
Peter Bjelopetrovich
Indianapolis, IN
Thomas Kaiser
Indianapolis, IN
Katherine Harper
Indianapolis, IN
Christina Jordan
Indianapolis, IN
Seth Hickle
Indianapolis, IN
James Humphries
Indianapolis, IN
Tiffany Vanhook
Indianapolis, IN

The content in this profile was updated by SmartAsset on 4/16/2023. 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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