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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst16 years in industry

LISA LOUISE BAYER

Advisor at OPUS FINANCIAL SOLUTIONS LLC

Durango, CO | DOWNERS GROVE, IL

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Search this name across graphsid dfx:ria:9226b215-49f2-70c0-c8d2-c2e5e65225c1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 1, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OPUS FINANCIAL SOLUTIONS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 25, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66
First exam: Feb 25, 2010
First registration: Mar 1, 2010
Dual registered: no
Other names: LISA LOUISE BAYER|LISA BAYER METROS|LISA BAYER METROS|LISA BAYER TANG|LISA BAYER TANG|LISA BAYER TANG
IAPD individual key: 1448970

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OPUS FINANCIAL SOLUTIONS LLC	Independent wealth	Jan 8, 2016	n/a	yes	DOWNERS GROVE, IL\|Durango, CO	Current employment
PINNACLE FINANCIAL GROUP LLC	Independent wealth	Aug 10, 2010	Feb 2, 2016	no	WESTERN SPRINGS, IL\|WESTERN SPRINGS, IL	Previous registration
OBERWEIS SECURITIES, INC.	n/a	May 18, 2010	Aug 4, 2010	no	DOWNERS GROVE, IL	Previous registration
EDWARD JONES	National bd RIA	Mar 1, 2010	May 3, 2010	no	ST LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PINNACLE FINANCIAL GROUP LLC	OPUS FINANCIAL SOLUTIONS LLC	Feb 2, 2016	Jan 8, 2016	-25	Firm change	Other
OBERWEIS SECURITIES, INC.	PINNACLE FINANCIAL GROUP LLC	Aug 4, 2010	Aug 10, 2010	6	Firm change	Other
EDWARD JONES	OBERWEIS SECURITIES, INC.	May 3, 2010	May 18, 2010	15	Firm change	Other

Relationships

Registered with (4)

→ OPUS FINANCIAL SOLUTIONS LLCRegistered adviserregistration: current employment
Jan 8, 2016 to presentfactForm ADV
→ PINNACLE FINANCIAL GROUP LLCRegistered adviserregistration: previous registration
Aug 10, 2010 to Feb 2, 2016factForm ADV
→ OBERWEIS SECURITIES, INC.Registered adviserregistration: previous registration
May 18, 2010 to Aug 4, 2010factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Mar 1, 2010 to May 3, 2010factForm ADV

Dated events

No dated event names this entity yet.