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LUESINK FINANCIAL PLANNING LLC, CRD 147076
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CLARE MARIE STENSTROM | n/a | NEW YORK, NY | New York, NY | HUNT VALLEY, MD | 5 | 31 | n/a | no |
| ANJA W LUESINK | Certified Financial Planner | HUNT VALLEY, MD | NEW YORK, NY | New York, NY | 5 | 19 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| LUESINK, ANJA, W | President | E | yes | 03/2008 | Mar 31, 2020 | May 16, 2024 |
| STENSTROM, CLARE, MARIE | CHIEF COMPLIANCE OFFICER | D | yes | 07/2015 | Mar 31, 2020 | May 16, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 1, 2026 | $94.1M | $94.1M | 2 | 2 | 0 | n/a | n/a |
| 2024 | Mar 25, 2025 | $83.3M | $83.3M | 2 | 2 | 0 | n/a | n/a |
| 2023 | Mar 25, 2024 | $70.5M | $70.5M | 2 | 2 | 0 | n/a | n/a |
| 2022 | Mar 23, 2023 | $54.4M | $54.4M | 2 | 2 | 0 | n/a | n/a |
| 2021 | Mar 17, 2022 | $60.9M | $60.9M | 2 | 2 | 0 | n/a | n/a |
| 2020 | Mar 11, 2021 | $52.7M | $52.7M | 3 | 3 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $94.1M | $83.3M | 12.9% | $54.4M | 20.0% | 2 | 2 | 0 | 0 |