INVISOR FINANCIAL LLC

INVISOR
SENECA, Kansas·4 registered advisors·CRD# 174890
SEC# 801-1318741785-334-4100
01

Firm Overview

AUM
$167M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INVISOR FINANCIAL LLC

4 registered advisors
Donald Lawrence Lueger
SENECA, Kansas
Jacqueline Kay Stanley
SENECA, Kansas
Justin Francis Lueger
SENECA, Kansas
Martha Kaye Montgomery
SENECA, Kansas
05

Office Locations

SENECA, Kansas
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. INVISOR FINANCIAL LLC (CRD# 174890) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.