Belinda
Lusk
Compass Financial Management LLC
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About this Advisor
Belinda Lusk is a financial advisor based in Chicago, Illinois, working with Compass Financial Management LLC. Belinda has previously held positions at Ausdal Financial Partners, Inc, Compass Financial Management LLC, Halo Securities LLC, Cetera Advisors LLC, and Sentinus, LLC. Belinda has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Illinois. Currently, Belinda is part of Compass Financial Management LLC, which operates out of Chicago, Illinois. The firm has 7 offices and 20 employees. The firm manages assets totaling $409.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Compass Financial Management LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Compass Financial Management LLC Brokerage Details
$409,358,130
20
1,131
$361,944
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Belinda Lusk Work History
Compass Financial Management LLC
Halo Securities LLC
Ausdal Financial Partners, Inc
Sentinus, LLC
Cetera Advisors LLC
Disclosures
Please visit the SEC profile of Belinda Lusk 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 Compass Financial Management LLC
Chicago, IL
Minneapolis, MN
Sarasota, FL
Hialeah, FL
Lutz, FL
Sarasota, FL
Oxford, CT
Sarasota, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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