Joule Financial, LLC

Joule Financial, LLC (CRD# 320791) is a financial advisory firm headquartered in Lexington, KY. They manage $331,989,252 in 1,822 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
1216 S. Broadway, Lexington, KY 40504
http://www.joulefinancial.com
By the Numbers
  • Total Assets Under Management
    332
    MILLION
  • Total Number of Accounts
    1,822
    ACCOUNTS
  • Average Account Value
    $182,211
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IN, KY, LA, NC, NH, OH, TN, TX, VA

Financial Advisors at Joule Financial, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Daniel Czulno, financial advisor Lexington KY
Daniel J. Czulno
CRD#: 5898394
1216 S. Broadway, Lexington, KY 40504

Daniel Czulno (CRD# 5898394) is an Investment Advisor Representative working at Joule Financial, LLC in Lexington, KY and has over 10 years of experience in the finance industry.

2
Mark Hendrix, financial advisor Lexington KY
Mark T. Hendrix
CRD#: 3148927
1216 S. Broadway, Lexington, KY 40504

Mark Hendrix (CRD# 3148927) is an Investment Advisor Representative working at Joule Financial, LLC in Lexington, KY and has over 25 years of experience in the finance industry.

3
William Tatro, financial advisor Lexington KY
William L. Tatro
CRD#: 4324021
1216 S. Broadway, Lexington, KY 40504

William Tatro (CRD# 4324021) is an Investment Advisor Representative working at Joule Financial, LLC in Lexington, KY and has over 22 years of experience in the finance industry.

4
Logan Gilland, financial advisor Lexington KY
Logan S. Gilland
CRD#: 7332742
1216 S. Broadway, Lexington, KY 40504

Logan Gilland (CRD# 7332742) is an Investment Advisor Representative working at Joule Financial, LLC in Lexington, KY and has over 3 years of experience in the finance industry.

5
Allison Howard, financial advisor Lexington KY
Allison L. Howard
CRD#: 7832160
1216 S. Broadway, Lexington, KY 40504

Allison Howard (CRD# 7832160) is an Investment Advisor Representative working at Joule Financial, LLC in Lexington, KY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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