Lisa Bussenger (CRD# 5846783) is an Investment Advisor Representative working at Kinetic Investment Management, Inc. in Deer Park, IL and has over 13 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kinetic Investment Management, Inc. | Barrington, IL | Nov 2017 - Current | 6 |
| Bussenger Financial Group, LLC | Barrington, IL | Feb 1998 - Current | 26 |
| Global Financial Private Capital | Sarasota, FL | May 2011 - Dec 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2010 |
- IL
-
Total Assets Under Management344MILLIONS
-
Total Number of Accounts2,939ACCOUNTS
-
Average Account Value$116,903
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, FL, IL, IN, KY, LA, MA, MI, MN, NC, NE, NH, NJ, NM, NY, OH, OK, OR, TN, TX, UT, WI
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