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Daniel Joseph Czulno

Bluespring Wealth Management, LLC

Lexington, KY

Austin, TX

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Current Employers
Bluespring Wealth Management, Llc

5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-06-24
TX RA APPROVED 2026-06-24
  • KY RA
    APPROVED
    Since 2026-06-24
  • TX RA
    APPROVED
    Since 2026-06-24

Branch Locations

998 Governors Ln Suite 325, Lexington, KY 40513 • United States

5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tatro Capital Llc Lexington KY 04/2009 03/2022
Joule Financial Llc Lexington KY 03/2022 06/2026
Kestra Investment Inc. Lexington KY 06/2026 Present
  • 04/2009 → 03/2022
    Tatro Capital Llc
    Lexington, KY
  • 03/2022 → 06/2026
    Joule Financial Llc
    Lexington, KY
  • 06/2026 → Present
    Kestra Investment Inc.
    Lexington, KY
Previous Registrations
  • 2022-06-14 → 2026-07-08
    Joule Financial, Llc
    Lexington, KY
    Lexington, KY
  • 2013-12-02 → 2022-06-29
    Joule Financial
    Nicholasville, KY
    Nicholasville, KY
    Lexington, KY
    Nicholasville, KY
    Lexington, KY
    Lexington, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-29
  • S65 Uniform Investment Adviser Law Examination
    2013-10-29
Designations
Other Names
  • Daniel Czulno

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
INVEST INC.
EAGLE STRATEGIES LLC
LPL ENTERPRISE, LLC
ASIO CAPITAL LLC

Other Investors

MICHAEL JAMES BROWNELL
JASON CHRISTOPHER GRESHAM
JAMES CARL GRAY
MARC ALLEN MOORE
AARON WILLIAM SEYFRIED
CARL LEE JINRIGHT
GEORGE DAVID PIERCE
JAMES MICHAEL THOMPSON

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · LEXINGTON, KY
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. · LEXINGTON, KY
LPL FINANCIAL LLC · LEXINGTON, KY
CETERA INVESTMENT ADVISERS LLC · LEXINGTON, KY
INVEST INC. · LEXINGTON, KY
EAGLE STRATEGIES LLC · LEXINGTON, KY
LPL ENTERPRISE, LLC · LEXINGTON, KY
LPL FINANCIAL LLC · LEXINGTON, KY

More in Lexington, KY

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