Colleen Galushko (CRD# 2139050) is an Investment Advisor Representative working at Lpl Financial LLC in Shelton, CT and has over 18 years of experience in the finance industry.
A financial planner with LPL Financial providing clients wealth management, insurance, retirement & estate planning.
I Specialize in:
Retirement planning, income distribution strategies, investment advisory, insurance, risk management, wealth management, and estate planning.
My Experience/Registrations are:
- Since 2005 – Investment Advisor Representative - LPL Financial Services - largest independent broker dealer in the country as reported in Financial Planning magazine, June 1996-2016, based on total revenue
- Series 7, 63, 65 securities licenses and insurance licenses
- Worked in the financial services industry dating back to 1983
My Education/Certifications/Awards are:
- B.S. degree in Finance - Post University, summa cum laude
- Completed the Certified Financial Planning Program - Fairfield University
- Graduate - Retail Leadership Development Program – BankBoston
Volunteer activities:
- Help children to learn and flourish - many elementary classroom programs
- An active member of my children’s parent teacher organization - developed, organized and chaired several events
- Assist/coach youth sports program
I enjoy spending my free time with my husband and our twin daughters. My hobbies include running, bicycling and traveling.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Moneco Advisors, LLC | Wallingford, CT | May 2019 - Current | 4 |
Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.) | Wallingford, CT | Mar 2005 - Current | 19 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1999 |
S65 | NASAA Investment Advisors Law Examination | Jun 2004 |
- CT
-
Total Assets Under Management1,032MILLIONS
-
Total Number of Accounts4,015ACCOUNTS
-
Average Account Value$257,109
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA
LPL Financial, Member FINRA/SIPC
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
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