Katherine
Lewis
Opus Financial Solutions LLC
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About this Advisor
Katherine Lewis is a financial advisor based in Downers Grove, Illinois, working with Opus Financial Solutions LLC. Katherine has previously held positions at Financial Security Management, Inc, Rocky Mountain Cabinet, Renew Fitness & Yoga, Kestra Advisory Services LLC, Tonn Financial Planning LLC, and Opus Financial Solutions. Katherine has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Katherine is part of Opus Financial Solutions LLC, which operates out of Downers Grove, Illinois. The firm has 2 offices and 2 employees. The firm manages assets totaling $151.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Opus Financial Solutions LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Opus Financial Solutions LLC Brokerage Details
$151,102,859
2
483
$312,842
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Katherine Lewis Work History
Opus Financial Solutions
Tonn Financial Planning LLC
Kestra Advisory Services LLC
Financial Security Management, Inc
Rocky Mountain Cabinet
Renew Fitness & Yoga
Disclosures
Please visit the SEC profile of Katherine Lewis 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 Opus Financial Solutions LLC
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
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