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Angela Kristine Mccullough

Advisor at Raymond James Financial — Cameron, WI

Updated today

Credentials

Series 66

Experience

14 years

Location

Cameron, WI 54822

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Angela Mccullough is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. She has worked at Raymond James Financial Services since 2012 and has also been involved with the University of Wisconsin - Barron County and WITC. Outside of her advisory role, she is associated with The RiverGroup Financial Advisors as an associate employee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs including municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Cameron, WI

101 West Main Street

Cameron WI 54822

Advisors at this office

1

Most active in

Wisconsin

Work history

14 years of industry experience

University Of Wisconsin - Barron County

2017 - 2018 • 1 year

Rice Lake, WI

Raymond James Financial Services Advisors Inc.

2012 - Present • 14 years

Osceola, WI

Raymond James Financial Services, Inc.

2012 - Present • 14 years

Osceola, WI

Witc

2011 - Present • 15 years

Rice Lake, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Eric P

Series 66

Rice Lake, WI

ValMark Advisers, Inc.

Eric Pelle is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining ValMark, he worked at Chibardun Telephone Cooperative and currently serves as Director of Operations at Business & Estate Advisers of WI, Inc. He is also a member of the City Council in Rice Lake, Wisconsin, and participates in the Kiwanis Club of Rice Lake. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and financial solutions.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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Jackie G

Series 63, Series 66

Rice Lake, WI

ValMark Advisers, Inc.

Jackie Gates is a financial advisor with ValMark Advisers, Inc. in Rice Lake, WI, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked with Valmark Securities, Inc. since 2016. In addition to her advisory role, she serves as a paraplanner at Business & Estate Advisers of WI, Inc., focusing on financial and business planning. ValMark Advisers provides investment advisory and financial planning services to individual investors, high-net-worth clients, retirement plan sponsors, and institutional entities. The firm employs a diversified, goal-based investment approach utilizing model portfolios and asset allocation strategies implemented through mutual funds, ETFs, and separate-account managers.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
user avatar

Chad P

CFP®, Series 65, Series 63

Rice Lake, WI

ValMark Advisers, Inc.

Chad Peterson is a CFP® professional with six years of industry experience, currently serving at ValMark Advisers, Inc. since 2021. His prior experience includes roles at Business and Estate Advisers of WI, Inc., Wipfli Financial Advisors, LLC, Allete, Inc., and Anderson, Hager and Moe. He is also the vice president of the Rice Lake Area Scholarship Foundation, a local nonprofit providing college scholarships to high school students. ValMark Advisers, Inc. delivers investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients through a network of representatives. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing proprietary and third-party platforms with ongoing monitoring and rebalancing.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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Stefani F

CFP®, ChFC®, Series 63

Rice Lake, WI

ValMark Advisers, Inc.

Stefani Fiedler is a financial advisor with ValMark Advisers, Inc., holding CFP® and ChFC® designations and 19 years of industry experience. She has worked with ValMark Advisers since 2018 and has a broader career history including roles at B&E Investment Advisers, Valmark Securities, and Business and Estate Advisers. Fiedler serves as secretary and executive committee member of the Boys & Girls Club of Barron County, contributing in a volunteer capacity. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and fee-based planning and consulting.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
user avatar

William H

Series 66

Rice Lake, WI

Independent Financial Group, LLC

William Hoff is a Series 66-licensed advisor with Independent Financial Group, LLC, where he has worked since 2022. He has two years of industry experience and previously worked at Infinity Retail Services. Outside of his advisory role, Hoff volunteers at Shell Lake Full Gospel Church, where he plays music at annual conferences and assists with various church activities. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a combination of strategic asset allocation and multi-manager portfolios across various risk profiles, offering both discretionary and non-discretionary management through multiple platforms.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Michael M

Series 63

Rice Lake, WI

Independent Financial Group, LLC

Michael Martin is a financial advisor at Independent Financial Group, LLC with 30 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial and SII Investments. Outside of his advisory role, he is involved in the sale of funeral trust insurance. Independent Financial Group serves a diverse client base including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through multiple platforms and combines strategic asset allocation with multi-manager portfolios using both passive and active investment exposures.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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