Colleen Galushko, financial advisor Wallingford CT

Colleen Galushko

CRD Number: 2139050
Current Firm: Moneco Advisors

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.
 

CONTACT
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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
By the Numbers
  • Total Assets Under Management
    1,032
    MILLIONS
  • Total Number of Accounts
    4,015
    ACCOUNTS
  • Average Account Value
    $257,109
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

Firm Disclaimer:

LPL Financial, Member FINRA/SIPC

 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

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