Opus Financial Solutions LLC
Opus Financial Solutions LLC (CRD# 282311) is a financial advisory firm headquartered in Downers Grove, IL. They serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lisa Bayer (CRD# 1448970) is an Investment Advisor Representative working at Opus Financial Solutions LLC in Boulder, CO and has over 7 years of experience in the finance industry. Lisa Bayer 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.
Benjamin Jones (CRD# 6536144) is an Investment Advisor Representative working at Opus Financial Solutions LLC in Downers Grove, IL and has 1 year of experience in the finance industry.