Justin Francis Lueger
JL
CFP
Justin Francis Lueger
JL
CFP

Justin Francis Lueger

10 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate PlanningEducation PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
235 clients
Average Client Portfolio
$712K average
Assets Under Management
$167.3M

Fee Structure

Minimum Annual Fee:$1,000
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Justin Francis Lueger
JL
Justin Francis Lueger

Location

225 Main Street, Suite 100, Seneca, KS, 66538

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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 Activities

Justin is the President of Invisor Solutions LLC, a third-party administrative services provider, dedicating about half his time to this role. He also manages Mercier Properties LLC, an agricultural real estate management company, spending minimal time on this activity.

Employment History
Current Registrations
Invisor
May 2015 - Present · 10 yrs 9 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.
Additional Information

Justin leadsInvisor Financial. He especially enjoys providing financial planning and investment education. Prior to starting Invisor he worked at Bayer HealthCare LLC in business development and marketing. Justin has an MBA in finance with highest distinction from the University of Kansas and is a CERTIFIED FINANCIAL PLANNER™ professional. He has passed the Series 65 Uniform Investment Adviser Law exam and is registered as an investment advisor representative in the State of Kansas.

Justin Francis Lueger
JL
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Justin Francis Lueger