Advisor at Truell Financial LLC
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Firm
Truell Financial LLC
Location
Ellettsville, IN
Credentials
Series 65
Industry experience
3 years
Justin Truell is the sole advisor at Truell Financial LLC, an independent firm based in Ellettsville, Indiana. He holds a Series 65 designation and has three years of industry experience. Prior to founding Truell Financial, he worked in various roles including positions at GO Express Travel and Bloomington Transit. Outside of his advisory work, he is employed on a second shift at Cook Medical Group. Truell Financial LLC provides tailored investment advisory and financial planning services to individuals, trusts, estates, and retirement plans. The firm employs a range of analytical approaches and asset-allocation strategies, offering discretionary asset management that includes active use of margin, options, and futures, and serves both retail and non-retail clients such as pension and profit-sharing plans.
Based on Truell Financial LLC
Flat fees for financial planning and consulting up to $10,000
Up to $75 per hour for financial planning and consulting
Ellettsville, IN
Indiana
Truell Financial LLC
2023 - Present (3 years)
GO Express Travel
2022 - 2025 (3 years)
Lighthouse Christian Academy
2021 - 2021 (1 year)
Bloomington Transit
2021 - 2022 (1 year)
Cedars Christian School
2020 - 2021 (1 year)
UnEmployed
2020 - 2020 (1 year)
FedEx Offices
2019 - 2020 (1 year)
Indiana University
2016 - 2019 (3 years)
Wheaton College
2012 - 2016 (4 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Cfci
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