Lisa
Bayer

Opus Financial Solutions LLC

CRD#1448970
Investment Advisor
in Downers Grove, IL

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About this Advisor

Lisa Bayer is a certified financial planner and chartered financial analyst working out of Downers Grove, Illinois with 7 years of industry experience. Bayer currently works for Opus Financial Solutions LLC. Over the course of their career, Bayer has held roles at Pinnacle Financial Group, LLC and Opus Financial Solutions LLC. Bayer maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado and Illinois. Opus Financial Solutions LLC is an advisory company based out of Downers Grove, IL. The firm has offices in three locations and just three advisors. It handles $126 million in assets under management between its 454 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 454 customer accounts, 38% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Opus Financial Solutions LLC has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial management fee schedules largely vary depending on which service is provided. However, fees charged by Opus Financial Solutions LLC most likely are comprised of asset-based and hourly fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1121 Warren Avenue, Suite 230
Downers Grove, IL 60515

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Opus Financial Solutions LLC Brokerage Details

Total Assets Under Management

$125,547,082

IL Average: $6,674,516,078
Total Number of Employees

3

IL Average: 44
Total Number of Accounts

454

IL Average: 2,564
Average Account Size

$276,535

IL Average: $2,603,165

Investment Advisory Services

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

Lisa Bayer Work History

Lisa has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Opus Financial Solutions LLC

2010 - 2015 (5 years)

Pinnacle Financial Group, LLC

*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 Lisa Bayer 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

Lisa Bayer
Downers Grove, IL
Matthew Kunst
Downers Grove, IL
Jaco Jordaan
Superior, CO

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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