Joseph Kula, financial advisor Springfield IL
93 score

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 25 years of experience in the finance industry.

Similar Advisors
Michael Armour, financial advisor Springfield IL
Michael K. Armour
CRD# 4553676
Cetera Investment Advisers LLC
Score
96
Similar Advisors
Rebecca Baum, financial advisor Springfield IL
Rebecca M. Baum
CRD# 1003443
Wells Fargo Advisors, LLC
Score
96
Similar Advisors
Kenneth Biederman, financial advisor Springfield IL
Kenneth A. Biederman
CRD# 855826
Cetera Advisor Networks LLC
Score
96
Company Name Location Dates Years
Cornerstone Advisers, LLC Springfield, IL Nov 2012 - Current 4
Cetera Investment Advisers LLC Schaumburg, IL Feb 1998 - Current 18
Cetera Financial Specialists LLC Schaumburg, IL Sep 1988 - Current 28
Joseph L. Kula, Cpa Springfield, IL Nov 1986 - Current 30
Cornerstones Wealth Consultants Springfield, IL May 1989 - Nov 2012 23
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):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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

Ready to hire a financial advisor? Get competitive proposals from Joseph Kula and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.