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LUESINK STENSTROM FINANCIAL

NEW YORK, NY · CRD 147076 · IAPD ↗ · luesinkstenstrom.com · 212-405-1609

$94.1MRegulatory AUM
2Advisory reps
2Employees
3Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
May 2026 — LUESINK STENSTROM FINANCIAL reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
June 2024 — LUESINK STENSTROM FINANCIAL notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — LUESINK STENSTROM FINANCIAL reported RAUM up 30% ($54.4M -> $70.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.