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Angela Maren Osborne

JOULE FINANCIAL, LLC·LEXINGTON, Kentucky
SIE, Series 7, Series 24, Series 63Clean recordJOULE FINANCIAL, LLC
1216 S. BROADWAY, LEXINGTON, KY 40504CRD# 4222939Firm CRD# 320791

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Angela Maren Osborne · LEXINGTON, KY
Registration
CRD #4222939 · JOULE FINANCIAL, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
JOULE FINANCIAL, LLC
CRD 320791 · SEC 801-125024
AUM
$332M
Regulatory assets under management
Employees
7
1,822 client accounts
Services offered by JOULE FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JOULE FINANCIAL, LLC →
Introduction

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Frequently Asked Questions

What services does Angela Maren Osborne offer?
Angela Maren Osborne specializes in Financial Planning, Investment Management. Contact their office in LEXINGTON, Kentucky for a consultation.
What are Angela Maren Osborne's credentials?
Angela Maren Osborne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Angela Maren Osborne located?
Angela Maren Osborne is based in LEXINGTON, Kentucky, working with JOULE FINANCIAL, LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does Angela Maren Osborne charge for services?
Angela Maren Osborne's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JOULE FINANCIAL, LLC?
JOULE FINANCIAL, LLC has approximately 7 employees and manages $332M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JOULE FINANCIAL, LLC

Daniel Joseph Czulno
LEXINGTON, KY
William Lewis Tatro
LEXINGTON, KY

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Nearby cities in Kentucky
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City Guides
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Research
Advisor Fees in KentuckyNational Fee Analysis
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