Leland
Mccullough

Blue Barn Wealth

CRD#6560521
Investment Advisor
in Orem, UT

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About this Advisor

Leland Mccullough is a financial advisor based in Orem, Utah, working with Blue Barn Wealth. Leland has previously held positions at Knox Capital Advisors, LLC, Kcg Securities, LLC, The Church Of Jesus Christ Of Latter-Day Saints, Captrust Financial Advisors, Town Square Capital, Fabian Vancott, Blue Barn Wealth, LLC, and Capfinancial Securities, LLC. Leland has passed the Series 66 regulatory exam and is registered to provide services in Utah. Currently, Leland is part of Blue Barn Wealth, which operates out of Orem, Utah. The firm has 1 office and 9 employees. The firm manages assets totaling $431.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Blue Barn Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

370 West Center Street
Orem, UT 84057

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Blue Barn Wealth Brokerage Details

Total Assets Under Management

$431,416,544

UT Average: $693,624,108
Total Number of Employees

9

UT Average: 12
Total Number of Accounts

765

UT Average: 1,115
Average Account Size

$563,943

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Leland Mccullough Work History

2023 - Present (1 year)

Blue Barn Wealth, LLC

2019 - Present (5 years)

Fabian Vancott

2018 - 2018 (< 1 year)

Captrust Financial Advisors

2018 - 2019 (1 year)

Town Square Capital

2018 - 2018 (< 1 year)

Capfinancial Securities, LLC

2015 - 2017 (2 years)

Knox Capital Advisors, LLC

2015 - 2017 (2 years)

Kcg Securities, LLC

2013 - 2015 (2 years)

The Church Of Jesus Christ Of Latter-Day Saints

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Leland 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 Blue Barn Wealth

Hyrum Smith
Orem, UT
Justin Ericksen
Orem, UT
Jeffrey Brimhall
Orem, UT

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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