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Justin Truell

Advisor at Truell Financial LLC

Updated today

Location

Ellettsville, IN

Credentials

Series 65

Industry experience

3 years

About

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.

Client services

Based on Truell Financial LLC

Financial planning Portfolio management

Expertise

Based on Truell Financial LLC

Options & derivatives strategies Active portfolio management

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Fee options

Fixed

Flat fees up to $10,000 for financial planning and consulting services.

Project-based

Up to $75 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning and consulting fees charged on an hourly or flat fee basis. Maximum hourly fee: $75/hour. Flat fees up to $10,000.

Location

Ellettsville, IN

Most active in

Indiana

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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