Matthew Lusins (CRD# 7299049) is an Investment Advisor Representative working at Bootpack Financial Partners, LLC in Jackson, WY and has 1 year of experience in the finance industry. Matthew Lusins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2687985
Beddow Capital Management Inc.
CRD# 2906160
Beplat Asset Management, Inc.
CRD# 1187914
Alupka Asset Management
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bootpack Financial Partners | Jackson, WY | Aug 2020 - Current | 3 |
| Boxer Capital, LLC | San Diego, CA | Aug 2021 - Mar 2024 | 2 |
| Convergence Investments | Jackson, WY | Oct 2018 - Jun 2020 | 1 |
| N/a | New York, NY | Oct 2017 - Sep 2018 | < 1 |
| Buckrail Consulting | New York, NY | Jul 2017 - Sep 2018 | 1 |
| Meritage Group LP | New York, NY | Apr 2005 - Jul 2017 | 12 |
- NY
- WY
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Total Assets Under Management31MILLIONS
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Total Number of Accounts23ACCOUNTS
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Average Account Value$1,346,990
- 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
- Other
NY, WY
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