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Justin Thomas Truell

Truell Financial LLC

Ellettsville, IN

CRD 7694220

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Employer firm

Truell Financial LLC CRD 324802

$1.22M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Truell Financial Llc

Ellettsville, IN • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-02-16
  • IN RA
    APPROVED
    Since 2023-02-16

Branch Locations

Ellettsville, IN • 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
Indiana University Bloomington IN 08/2016 07/2019
Fedex Offices Bloomington IN 10/2019 02/2020
Unemployed Bloomington IN 03/2020 07/2020
Cedars Christian School Bloomington IN 08/2020 05/2021
Lighthouse Christian Academy Bloomington IN 08/2021 12/2021
Bloomington Transit Bloomington IN 06/2021 05/2023
Truell Financial Llc Bloomington IN 02/2023 Present
Go Express Travel Bloomington IN 07/2023 08/2025
Cook Medical Group Ellettsville IN 01/2026 07/2026
  • 08/2016 → 07/2019
    Indiana University
    Bloomington, IN
  • 10/2019 → 02/2020
    Fedex Offices
    Bloomington, IN
  • 03/2020 → 07/2020
    Unemployed
    Bloomington, IN
  • 08/2020 → 05/2021
    Cedars Christian School
    Bloomington, IN
  • 08/2021 → 12/2021
    Lighthouse Christian Academy
    Bloomington, IN
  • 06/2021 → 05/2023
    Bloomington Transit
    Bloomington, IN
  • 02/2023 → Present
    Truell Financial Llc
    Bloomington, IN
  • 07/2023 → 08/2025
    Go Express Travel
    Bloomington, IN
  • 01/2026 → 07/2026
    Cook Medical Group
    Ellettsville, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-23
  • S65 Uniform Investment Adviser Law Examination
    2022-08-23

View on SEC IAPD

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