William Lewis Tatro

Employer firm

Joule Financial, LLC CRD 320791

$479M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → Present
  Tatro Capital, Llc
  Lexington, KY
• 03/2022 → Present
  Joule Financial, Llc
  Lexington, KY

Previous Registrations

• 2008-10-07 → 2022-06-29
  Joule Financial
  Lexington, KY
• 2007-06-18 → 2007-11-14
  Joule Financial
  Bradenton, FL
• 2005-08-18 → 2007-05-24
  Shark Asset Management, Inc.
  Lexington, KY
• 2005-04-01 → 2006-06-28
  Joule Financial
  Lexington, KY
• 2003-07-30 → 2005-03-31
  Eagle Steward, Ltd.
  Lexington, KY

Other Businesses

MR. WILLIAM QUINT TATRO, PRESIDENT, IS PART-OWNER OF YBVENTURES LLC, A MANUFACTURING COMPANY. HE PERIODICALLY APPEARS AS A NON-COMPENSATED GUEST ON FINANCIAL TELEVISION NETWORK CNBC AND LOCAL RADIO (590 WVLK AM & 630 WLAP), WRITES FOR FORBES.COM. He also teaches as an adjunct professor for the University of Kentucky, finance department. IT IS ANTICIPATED THAT MR. TATRO WILL SPEND APPROXIMATELY 10% OR LESS OF HIS TIME IN THESE CAPACITIES.

Exams

• S66 Uniform Combined State Law Examination
  2003-03-31
• S63 Uniform Securities Agent State Law Examination
  2001-10-01

Other Names

• William Lewis Tatro
• William Lewis Tatro V
• William Quint Tatro