Lisa
Bussenger
Kinetic Investment Management, Inc
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About this Advisor
Lisa Bussenger is a financial advisor working out of Barrington, Illinois, who has 6 years of industry experience. Bussenger is on the advisory team at Kinetic Investment Management, Inc. Throughout their career, they have worked at Bussenger Financial Group, LLC, Global Financial Private Capital and Kinetic Investment Management, Inc. Bussenger holds a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Illinois. Kinetic Investment Management, Inc is a registered investment company that has its headquarters in Los Angeles, CA. The investment advisory business has offices in 18 locations and a total of 22 people on staff. It controls $249 million in assets among its 2,409 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 2,409 accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in assets. Kinetic Investment Management, Inc performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management vary depending on the type of financial services offered. Fees billed by Kinetic Investment Management, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kinetic Investment Management, Inc Brokerage Details
$249,308,919
22
2,409
$103,491
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Lisa Bussenger Work History
Lisa has been registered as a financial advisor for 6 years.*
Kinetic Investment Management, Inc
Bussenger Financial Group, LLC
Global Financial Private Capital
*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 Bussenger 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 Kinetic Investment Management, Inc
Los Angeles, CA
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Glendale, CA
San Diego, CA
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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