Belinda Lusk has been an investment adviser representative at Compass Financial Management since October 2023, and is not listed among the firm’s executive officers or direct owners.
Compass Financial Management LLC is a Tampa, FL firm with $894M under management, 2,228 clients and 31 advisers across 37 offices, as of its May 2026 filing.
Belinda Lusk’s longest registration was 3 years at Sentinus, LLC (2020–2024). Before joining Compass Financial Management in 2023, Belinda Lusk was registered through Sentinus, LLC.
- – present · 3 yearsChicago, IL · Adviser representative · Firm CRD 156345
- Sentinus, LLC– · 3 yearsOakbrook, IL · Adviser representative · Firm CRD 162442
Investment adviser representative registrations
Belinda Lusk is registered as an investment adviser representative in 2 states. The first approvals date from October 2023; the most recent is Florida, in April 2024.
- FloridaSince 2 April 2024
- IllinoisSince 24 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 March 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 16 December 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 September 1998 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Belinda Marie Lusk
- CRD
- 3081896
- Firm
- Compass Financial Management · CRD 156345
- Office
- Chicago, IL
- Registration
- Investment adviser registration
- In the industry since
- January 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Belinda Lusk work?
Belinda Lusk is an investment adviser representative registered through Compass Financial Management LLC since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Belinda Lusk a financial advisor?
Yes. Belinda Lusk has a current investment-adviser registration in Florida and Illinois, through Compass Financial Management since October 2023.
How many years of experience does Belinda Lusk have?
Belinda Lusk has 27 years in the financial industry, since January 1999, across 2 adviser firms.
What exams has Belinda Lusk passed?
Belinda Lusk has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in September 1998. FINRA credited Belinda Lusk with the SIE, which began in October 2018.
Where is Belinda Lusk based?
Belinda Lusk’s registered office is in Chicago, IL.
Is Belinda Lusk registered with FINRA?
No. Belinda Lusk has no current broker registration.
How can I verify Belinda Lusk’s record?
Search CRD 3081896 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Belinda Lusk’s full registration record.
- Matthew MarkowskiDirector/CCO/Managing Member
- Michael MarkowskiDirector/Managing Member
- Christopher MarkowskiDirector/Managing Member