JM
CFP
JM
CFP

John Mcnulty

24 Years of Experience
Evanston, IL
BrokerSells Insurance

John Mcnulty is a CFP-designated registered investment advisor, based in Evanston, IL, with 24 years of industry experience.

Location

Evanston, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is the President of McNulty & Associates, providing accounting, tax services, and business consulting, dedicating about 10-20% of his time. He also serves as a board member for the Evanston Fourth of July Association and works as an insurance sales agent for both Avantax Insurance and Blue Cross Blue Shield, spending minimal time on each.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
August 2025 - Present · 9 mos
Previous Registrations
Avantax Advisory Services
July 2002 - September 2025 · 23 yrs 2 mos
Avantax Investment Services, INC.Broker
January 2002 - September 2025 · 23 yrs 8 mos
State Registrations4 states
FLILKSPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Mcnulty - Financial Advisor | TrueAdvisor