Opus Financial Solutions LLC

Opus Financial Solutions LLC (CRD# 282311) is a financial advisory firm headquartered in Downers Grove, IL. They manage $151,102,859 in 483 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1121 Warren Avenue,, Suite 230, Downers Grove, IL 60515
https://www.facebook.com/opusfinancialsolutions
By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    483
    ACCOUNTS
  • Average Account Value
    $312,842
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
The map below shows states where this firm has explicit registration only.

CO, IL, IN, MN, PA, TX

Financial Advisors at Opus Financial Solutions LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lisa Bayer, financial advisor Downers Grove IL
Lisa L. Bayer
CRD#: 1448970
1121 Warren Avenue,, Suite 230, Downers Grove, IL 60515

Lisa Bayer (CRD# 1448970) is an Investment Advisor Representative working at Opus Financial Solutions LLC in Downers Grove, IL and has over 14 years of experience in the finance industry.

2
Matthew Kunst, financial advisor Downers Grove IL
Matthew M. Kunst
CRD#: 3163686
1121 Warren Avenue,, Suite 230, Downers Grove, IL 60515

Matthew Kunst (CRD# 3163686) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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