PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

James Michael Cullen

Chief Compliance OfficerBrandon Financial Planning, Inc.CRD 5111669

About James Michael Cullen

James Michael Cullen is listed as Chief Compliance Officer at Brandon Financial Planning, Inc. in Memphis, TN. Form ADV reports a beneficial ownership band of Under 5%. James Michael Cullen is associated with 6 registered advisers.

Reported ownership

Owns Under 5% of Brandon Financial Planning, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Michael Cullen work?

James Michael Cullen is listed as Chief Compliance Officer at Brandon Financial Planning, Inc. on SEC Form ADV.

How much of Brandon Financial Planning, Inc. does James Michael Cullen own?

Form ADV reports a beneficial ownership band of Under 5%.

Brandon Financial Planning, Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2022

Shilanski & Associates, Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2020

Omc Financial Services Ltd

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023

Cornerstone Planning, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2025

Greg Jennings, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2026

William Howard & Co. Financial Advisors, Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2021