Joseph Kula, financial advisor Springfield IL

Joseph Kula

CRD Number: 1882551
Current Firm: Cetera Investment Advisers LLC

Joseph Kula (CRD# 1882551) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Springfield, IL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Cornerstone Advisers, LLC Springfield, IL Nov 2012 - Current 11
Cetera Investment Advisers LLC Schaumburg, IL Feb 1998 - Current 26
Cetera Financial Specialists LLC Schaumburg, IL Sep 1988 - Current 35
Joseph L. Kula, Cpa Springfield, IL Nov 1986 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1991
Contact Info for Joseph L. Kula
Phone Number: 888-528-2987
Registered State(s):
  • FL
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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