LB
LB

Lisa Ann Bussenger

15 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,252 clients
Average Client Portfolio
$278K average
Assets Under Management
$348.2M

Fee Structure

Minimum Investment:None
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Location

21925 Field Parkway, Suite 205, Deer Park, IL, 60010

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Lisa is the owner of Bussenger Insurance & Financial Services, LLC since 2007. She dedicates nearly full-time hours to this investment-related activity.

Employment History
Current Registrations
Kinetic Investment Management, INC.
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Global Financial Private Capital, LLC
May 2011 - December 2017 · 6 yrs 7 mos
Horter Investment Management, LLC
September 2010 - June 2011 · 9 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.