Joseph Kula
Joseph Kula is a registered investment advisor at Cetera Investment Advisers LLC, based in Springfield, IL, with 37 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3201 S. Meadowbrook Road, Suite B, Springfield, IL, 62711
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph owns an accounting and tax practice, dedicating a few hours per week to it. He also works full-time as a financial advisor for Cornerstone Advisers, LLC, and sells health insurance as an insurance agent since 2021.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations16 states
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