Lisa Bayer has been Principal/CCO of Opus Financial Solutions since October 2015, is a control person of the firm and directly owns between 50% and 75% of it. Lisa Bayer holds a B.S. in Finance from the University of Illinois and an MBA in International Business from DePaul University.
Opus Financial Solutions LLC is a Downers Grove, IL firm with $151M under management, 137 clients and 2 advisers across 3 offices, as of its September 2026 filing.
Lisa Louise Bayer is Principal of Opus Financial Solutions. Bayer worked in securities compliance, investment analysis, institutional portfolio management and teaching investments and financial planning topics before founding Opus Financial Solutions. Bayer has served as a divorce advisor, financial neutral and mediator for individuals and divorcing couples.
Lisa Bayer’s longest registration is the current one, 10 years at Opus Financial Solutions since 2016. Before joining Opus Financial Solutions in 2016, Lisa Bayer was registered through Pinnacle Financial Group LLC and Oberweis Securities, Inc.
- Opus Financial Solutions LLCCurrent– present · 10 yearsDurango, CO · Adviser representative · Firm CRD 282311
- Pinnacle Financial Group LLC– · 5 yearsWestern Springs, IL · Adviser representative · Firm CRD 116600
- Oberweis Securities, Inc.– · under a yearDowners Grove, IL · Adviser representative · Firm CRD 42060
- Edward Jones– · under a yearSt. Louis, MO · Adviser representative · Firm CRD 250
Professional designations
Listed by Opus Financial Solutions
- CFA
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Lisa Bayer is registered as an investment adviser representative in 2 states. The first approvals date from January 2016; the most recent is Colorado, in March 2016.
- ColoradoSince 17 March 2016
- IllinoisSince 8 January 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 25 February 2010 |
| Series 7 | General Securities Representative Examination | 11 February 2010 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 December 1986 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Lisa Louise Bayer
- CRD
- 1448970
- Firm
- Opus Financial Solutions · CRD 282311
- Role
- Principal/CCO
- Office
- Durango, CO
- Registration
- Investment adviser registration
- In the industry since
- March 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- opusfinancialsolutions.com
Where does Lisa Bayer work?
Lisa Bayer has been Principal/CCO of Opus Financial Solutions LLC since October 2015, and is a control person of the firm.
Is Lisa Bayer a financial advisor?
Yes. Lisa Bayer has a current investment-adviser registration in Colorado and Illinois, through Opus Financial Solutions since January 2016.
How many years of experience does Lisa Bayer have?
Lisa Bayer has 16 years in the financial industry, since March 2010, across 4 adviser firms.
What exams has Lisa Bayer passed?
Lisa Bayer has passed 3 licensing exams: the Series 6, Series 7 and Series 66. The earliest, the Series 6, was passed in December 1986.
Where did Lisa Bayer work before Opus Financial Solutions?
Before Opus Financial Solutions, Lisa Bayer was registered through Oberweis Securities, Inc., May 2010 to August 2010; Edward Jones, March 2010 to May 2010.
Where is Lisa Bayer based?
Lisa Bayer’s registered office is in Durango, CO.
Is Lisa Bayer registered with FINRA?
No. Lisa Bayer has no current broker registration.
Is Lisa Bayer a CFP?
Opus Financial Solutions lists Lisa Bayer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Lisa Louise Bayer biography, opusfinancialsolutions.com
Is Lisa Bayer a CFA charterholder?
Opus Financial Solutions lists Lisa Bayer with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: Lisa Louise Bayer biography, opusfinancialsolutions.com
How can I verify Lisa Bayer’s record?
Search CRD 1448970 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lisa Bayer’s full registration record.
