Daniel Joseph Czulno
Investment adviser representative at Bluespring Wealth Management, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Bluespring Wealth Management, LLCJun 2026 to now
- Kestra Investment Inc.Jun 2026 to now
- Joule Financial LLCMar 2022 to Jun 2026
- Tatro Capital LLCApr 2009 to Mar 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Bluespring Wealth Management, LLC
$5.4BAssets managed
3,250Clients
45Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5898394
- Firm CRD
- 152667