Clare M. Stenstrom

LUESINK STENSTROM FINANCIAL

NEW YORK, NY 10016

Some features on this profile are disabled

CRD#: 435202

Professional summary

Clare Marie Stenstrom, CFP® is a registered financial advisor currently at LUESINK STENSTROM FINANCIAL located in New York, New York.

Clare is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Clare has worked at 1 firm and has passed the Series 65 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Financial Transitionist Institute of Australia Not-investment related, Education, coaching. Address: 14 Moyle Road, Yackandandah, Victoria 3749, AU Co-Owner, since Nov 2020, to devote 10 hours a month, outside of trading hours. Duties: Marketing and training.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clare Marie Stenstrom's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1997

Experience

Current

March 10, 2021 - Present

LUESINK STENSTROM FINANCIAL

Office #1: 475 Park Avenue South Suite 2100, New York, NY 10016

RIA

CRD#: 147076

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LUESINK STENSTROM FINANCIAL

ANJA LUESINK | LUESINK STENSTROM FINANCIAL | LUESINK FINANCIAL PLANNING LLC | LUESINK FINANCIAL PLANNING

CRD#: 147076 / SEC#: 801-118628

RIA

Registered Investment Advisory firm - (5/1/2020 Approved)

New York

Registered Investment Advisory firm - (7/11/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(3/10/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/7/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 2

Date: 10/6/1995

Non-Member General Securities Examination

Current Firm

LUESINK STENSTROM FINANCIAL

ANJA LUESINK | LUESINK STENSTROM FINANCIAL | LUESINK FINANCIAL PLANNING LLC | LUESINK FINANCIAL PLANNING

CRD#: 147076 / SEC#: 801-118628

RIA

Registered Investment Advisory firm - (5/1/2020 Approved)

New York

Registered Investment Advisory firm - (7/11/2008 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

475 Park Avenue South Suite 2100, New York, NY 10016

Mailing Address

Phone number

(212) 405-1609

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

25-03-23 LSF FORM ADV PART 2A AND 2B (3/25/2025)

Regulatory assets under management

Total Number of Accounts	171
AUM (Assets Under Management)	$ 83,312,066

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Peter Kettle

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Brooklyn, NY

Richard Dragotta

LPL FINANCIAL LLC

IAR

Paramus, NJ

Diane Finnerty

MORGAN STANLEY

IAR

New York, NY

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Clare M. Stenstrom

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clare Marie Stenstrom's CRS (Customer Relationship Summary).

Certified licenses

Experience

LUESINK STENSTROM FINANCIAL

Primary Firm SEC Registration

LUESINK STENSTROM FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 8/7/1995

Series 2

Date: 10/6/1995

Current Firm

LUESINK STENSTROM FINANCIAL

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LUESINK STENSTROM FINANCIAL

TRUST BUT VERIFY

Similar Advisors