Justin F. Lueger
INVISOR
Seneca, KS 66538
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CRD#: 6449233
Professional summary
Justin Francis Lueger, CFP®, who also goes by Justin F. Lueger, is a registered financial advisor currently at INVISOR located in Seneca, Kansas.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Justin has worked at 1 firm and has passed the Series 65 exam.
Biography
Justin leads Invisor 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 and his wife, Lori, have two children, Eli and Ava, and live in Seneca, Kansas.
Question & Answer
What are your service offerings?
Estate Planning
Tax Planning
Education Planning
Employee and Employer Plan Ben...
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Charitable Giving
College/Education Planning
Entrepreneurs
Estate & Generational Planning...
Fixed Fee (Subscription, Retai...
Are you a "fiduciary"?
Yes
Aliases
Justin F. Lueger
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.
2015-PRESENT: INVISOR SOLUTIONS LLC/NOT INVESTMENT RELATED/SENECA, KS/PRESIDENT/THIRD PARTY ADMINISTRATIVE SERVICES PROVIDER/MAY INVOLVE 50% OF TIME EACH MONTH, INCLUDING DURING TRADITIONAL MARKET HOURS.// 2020-PRESENT: MERCIER PROPERTIES LLC/NOT INVESTMENT RELATED/SENECA, KS/MANAGER/AGRICULTURAL REAL ESTATE MANAGEMENT/MAY INVOLVE 1% OF TIME EACH MONTH, INCLUDING DURING TRADITIONAL MARKET HOURS.//
CRS (Client Relationship Summary) - RIA
Click below to view Justin Francis Lueger's 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®
Start date: 2019
Experience
Current
May 19, 2015 - Present
INVISOR
Office #1: 225 Main Street Suite 100, Seneca, KS 66538RIA
CRD#: 174890
Seneca, KS
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".
INVISOR
INVISOR | INVISOR FINANCIAL LLC
CRD#: 174890 / SEC#: 801-131874
RIA
Registered Investment Advisory firm - (1/23/2025 Approved)Kansas
Registered Investment Advisory firm - (1/24/2025 Terminated)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
Kansas(5/19/2015)
Current Firm
INVISOR
INVISOR | INVISOR FINANCIAL LLC
CRD#: 174890 / SEC#: 801-131874
RIA
Registered Investment Advisory firm - (1/23/2025 Approved)Kansas
Registered Investment Advisory firm - (1/24/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
225 Main Street Suite 100, Seneca, KS 66538
Mailing Address
Phone number
(785) 334-4100
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 235 |
| AUM (Assets Under Management) | $ 167,253,419 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INVISOR
CRD#: 174890Seneca, KS 66538TRUST BUT VERIFY
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