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Daniel Joseph Czulno

JOULE FINANCIAL, LLC·LEXINGTON, Kentucky
Unclaimed Profile
1216 S. BROADWAY, LEXINGTON, KY 40504CRD# 5898394Firm CRD# 320791
01

About

Daniel Joseph Czulno is a registered financial advisor based in LEXINGTON, Kentucky, affiliated with JOULE FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JOULE FINANCIAL, LLC
JOULE FINANCIAL, LLC
AUM
$332M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at JOULE FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5898394
Firm CRD# 320791
1 disclosure on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Kentucky
LOUISVILLE (242)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LOUISVILLE GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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