Joel
Mullins

Pettinga Financial Advisors, LLC

CRD#4234199
Investment Advisor
in Evansville, IN

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About this Advisor

Joel Mullins is a financial advisor operating in Evansville, Indiana with 5 years of industry experience. Mullins is an employee of Pettinga Financial Advisors, LLC. Throughout their career, they have worked at Bb&T Bank, Bb&T Investments, German American Bancorp, Lpl Financial LLC, Fifth Third Securities, Pettinga Financial Advisors LLC and Fdx Advisors, Inc. Mullins has Series 66 and Series 63 licenses, qualifying them as a securities representative, and can work in Indiana. Pettinga Financial Advisors, LLC is an advisory company that has its headquarters in Evansville, IN. The company has a total of 10 people on staff. It has $867 million in total assets across its 2,052 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm advises 11 charitable organizations. Of its 2,052 client accounts, 39% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically vary depending on the type of financial services. However, fees charged by Pettinga Financial Advisors, LLC most likely include asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

519 Main Street, Ste 100
Evansville, IN 47708

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Pettinga Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$866,824,440

IN Average: $1,347,246,178
Total Number of Employees

10

IN Average: 46
Total Number of Accounts

2,052

IN Average: 1,775
Average Account Size

$422,429

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Joel Mullins Work History

Joel has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Pettinga Financial Advisors LLC

2015 - 2018 (3 years)

Fdx Advisors, Inc

2014 - 2014 (< 1 year)

German American Bancorp

2014 - 2014 (< 1 year)

Lpl Financial LLC

2014 - 2015 (1 year)

Fifth Third Securities

2011 - 2014 (3 years)

Bb&T Bank

2011 - 2014 (3 years)

Bb&T Investments

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joel Mullins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pettinga Financial Advisors, LLC

Brian Goebel
Evansville, IN
Addison Volkman
Evansville, IN
Mark Pettinga
Vero Beach, FL
Tonya Borders
Evansville, IN
Joel Mullins
Evansville, IN
Matthew Volkman
Evansville, IN
Austin Volkman
Evansville, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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