April
Mccullough

Rocky Mountain Advisers, LLC

CRD#5549386
Investment Advisor
in Salina, KS

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About this Advisor

April Mccullough is a financial advisor working in Salina, Kansas with a total of 8 years of industry experience. Mccullough is an advisor for Rocky Mountain Advisers, LLC. Mccullough has gained experience at Rocky Mountain Advisers LLC and Assurance Partners LLC. Mccullough maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Arizona, Colorado, Florida, Georgia, Illinois, Kansas, Missouri, Montana, South Carolina and Texas. Rocky Mountain Advisers, LLC is an advisory company operating out of Salina, KS. It manages $2 billion in assets under management across its 373 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to five charities and foundations. Of its 373 accounts, 25% are held by high-net-worth investors who have greater than $1 million in assets. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for investment companies. Fees for financial management typically depend on which service is provided. However, fee types billed by Rocky Mountain Advisers, LLC may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

8 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2121 E. Crawford Place
Salina, KS 67401

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Rocky Mountain Advisers, LLC Brokerage Details

Total Assets Under Management

$2,185,314,070

KS Average: $2,243,162,756
Total Number of Employees

9

KS Average: 44
Total Number of Accounts

373

KS Average: 4,091
Average Account Size

$5,858,751

KS Average: $548,316

Investment Advisory Services

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

April Mccullough Work History

April has been registered as a financial advisor for 8 years.*

2013 - Present (11 years)

Rocky Mountain Advisers LLC

2012 - 2013 (1 year)

Assurance Partners LLC

*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 April Mccullough 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 Rocky Mountain Advisers, LLC

Jacob Hemmer
Salina, KS
April Mccullough
Salina, KS
Joel Looney
Salina, KS

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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