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Joule Financial, LLC

Headquartered in LEXINGTON, KY

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Firm Information

Joule Financial, LLC is an investment advisor based in Lexington, Kentucky. With over $331 million in assets under management, the firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and insurance companies. The firm has 5 investment adviser representatives and 1 licensed agent.

Joule Financial, LLC

1216 S. BROADWAY

LEXINGTON, KY 40504

$331.99M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

JOULE FINANCIAL, LLC has a total of 1 branch locations across the country.
location

LEXINGTON, KY

Advisors at Joule Financial, LLC

View All 5 Advisors
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Mark Thomas Hendrix

RA

LEXINGTON, KY

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Allison Loraine Howard

RA

LEXINGTON, KY

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Logan Steven Gilland

RA

LEXINGTON, KY

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Robert Vinson Bunting

RA

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Daniel Joseph Czulno

CFP®, RA

LEXINGTON, KY

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William Lewis Tatro

RA

LEXINGTON, KY

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Disclosures

There are no public disclosures for Joule Financial, LLC.

Frequently Asked Questions (7)

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