Unclaimed Profile

Daniel Joseph Czulno

JOULE FINANCIAL, LLC·LEXINGTON, Kentucky

Series 65Clean record12 years registeredJOULE FINANCIAL, LLC

1216 S. BROADWAY, LEXINGTON, KY 40504CRD# 5898394Firm CRD# 320791

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Joseph Czulno · LEXINGTON, KY

Registration

CRD #5898394 · JOULE FINANCIAL, LLC · 12 years registered

Brand Profile

Not yet started

Career History

BLUESPRING WEALTH MANAGEMENT, LLC

Jun 2026 – present

JOULE FINANCIAL, LLC

Jun 2022 – present

JOULE FINANCIAL

Dec 2013 – Jun 2022

Lexington, KY

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 2, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

JOULE FINANCIAL, LLC

CRD 320791 · SEC 801-125024

AUM

$332M

Regulatory assets under management

Employees

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 Daniel Joseph Czulno offer?

Daniel Joseph Czulno specializes in Financial Planning, Investment Management. Contact their office in LEXINGTON, Kentucky for a consultation.

What are Daniel Joseph Czulno's credentials?

Daniel Joseph Czulno is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Joseph Czulno located?

Daniel Joseph Czulno is based in LEXINGTON, Kentucky, working with JOULE FINANCIAL, LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.

How does Daniel Joseph Czulno charge for services?

Daniel Joseph Czulno'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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