MCCORMACK FINANCIAL PLANNING INC.
CRD #136857 SEC #801-133728 ATLANTA, GA 404-236-7316
SEC Registered
Total AUM
$103M
Discretionary
$103M
Employees
5
Clients
101
Accounts
561
Firm Details
- Organization Type
- Corporation
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KUEHN, LINDA, ROSE | I | SECRETARY TREASURER | NA | |
| KUEHN, LINDA, ROSE | I | SECRETARY TREASURER | NA | |
| KUEHN, LINDA, ROSE | I | SECRETARY TREASURER | NA | |
| KUEHN, LINDA, ROSE | I | SECRETARY TREASURER | NA | |
| KUEHN, LINDA, ROSE | I | SECRETARY TREASURER | NA | |
| KUEHN, LINDA, ROSE | I | SECRETARY TREASURER | NA | |
| KUEHN, LINDA, ROSE | I | SECRETARY TREASURER | NA | |
| KUEHN, LINDA, ROSE | I | SECRETARY TREASURER | NA | |
| KUEHN, LINDA, ROSE | I | SECRETARY TREASURER | NA | |
| KUEHN, LINDA, ROSE | I | SECRETARY TREASURER | NA | |
| TAWSE, SANDRA, BOSHEARS | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAWSE, SANDRA, BOSHEARS | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAWSE, SANDRA, BOSHEARS | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAWSE, SANDRA, BOSHEARS | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAWSE, SANDRA, BOSHEARS | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAWSE, SANDRA, BOSHEARS | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAWSE, SANDRA, BOSHEARS | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAWSE, SANDRA, BOSHEARS | I | CHIEF COMPLIANCE OFFICER | NA | |
| TAWSE, SANDRA, BOSHEARS | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCORMACK, BARBARA, MINER | I | PRESIDENT | E | Control |
| MCCORMACK, BARBARA, MINER | I | PRESIDENT | E | Control |
| MCCORMACK, BARBARA, MINER | I | PRESIDENT | E | Control |
| MCCORMACK, BARBARA, MINER | I | PRESIDENT | E | Control |
| MCCORMACK, BARBARA, MINER | I | PRESIDENT | E | Control |
| MCCORMACK, BARBARA, MINER | I | PRESIDENT | E | Control |
| MCCORMACK, BARBARA, MINER | I | PRESIDENT | E | Control |
| MCCORMACK, BARBARA, MINER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCORMACK, BARBARA, MINER | I | PRESIDENT | E | Control |
| MCCORMACK, BARBARA, MINER | I | PRESIDENT | E | Control |
| MCCORMACK, BARBARA, MINER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCORMACK, BARBARA, MINER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCORMACK, BARBARA, MINER | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 9, 2025 REGISTERED
Notice Filings (4)
FL GA MD SC
Address
5605 GLENRIDGE DRIVESUITE 950
ATLANTA, GA 30342
United States
Phone: 404-236-7316