Belinda
Lusk

Compass Financial Management LLC

CRD#3081896
Investment Advisor
in Chicago, IL

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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

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

Chicago, IL

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Compass Financial Management LLC Brokerage Details

Total Assets Under Management

$409,358,130

IL Average: $1,855,561,029
Total Number of Employees

20

IL Average: 62
Total Number of Accounts

1,131

IL Average: 2,474
Average Account Size

$361,944

IL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Belinda Lusk Work History

2023 - Present (1 year)

Compass Financial Management LLC

2017 - 2023 (6 years)

Halo Securities LLC

2015 - 2017 (2 years)

Ausdal Financial Partners, Inc

2015 - 2023 (8 years)

Sentinus, LLC

2013 - 2015 (2 years)

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

Steven Walstad
Minneapolis, MN
Belinda Lusk
Chicago, IL
Donald Paracca
Sarasota, FL
Elisea Frishberg
Hialeah, FL
Janak Desai
Lutz, FL
John Daniels
Sarasota, FL
Peter Aiksnoras
Oxford, CT
Sunil Misra
Jacksonville, 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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