Inactive

Lisa Ann Bussenger

Rothschild Wealth LLC

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Current Employers

Rothschild Wealth Llc

700 Commerce Drive Suite 170, Oakbrook, IL 60523 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-03-25

IL RA
APPROVED

Since 2026-03-25

Branch Locations

21925 Field Parkway Suite 205, Deer Park,, IL 60010 • United States

700 Commerce Drive Suite 170, Oakbrook, IL 60523 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bussenger Financial Group, Llc	Barrington	IL	02/1998	Present
Global Financial Private Capital	Sarasota	FL	05/2011	12/2017
Kinetic Investment Management, Inc.	Barrington	IL	11/2017	03/2026
Rothschild Wealth Llc	Oak Brook	IL	03/2026	Present

02/1998 → Present

Bussenger Financial Group, Llc

Barrington, IL
05/2011 → 12/2017

Global Financial Private Capital

Sarasota, FL
11/2017 → 03/2026

Kinetic Investment Management, Inc.

Barrington, IL
03/2026 → Present

Rothschild Wealth Llc

Oak Brook, IL

Previous Registrations

2017-11-13 → 2026-03-25

Kinetic Investment Management, Inc.

Barrington, IL

Deer Park, IL
2011-05-31 → 2017-12-18

Global Financial Private Capital, Inc.

Cary, IL

Sarasota, FL

Barrington, IL
2010-09-21 → 2011-06-15

Horter Investment Management, Llc

Cary, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-09-09

S65 Uniform Investment Adviser Law Examination

2010-09-09

Other Names

Lisa A Steinmetz

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.

CREATIVE PLANNING

NORTHROCK PARTNERS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IHT WEALTH MANAGEMENT LLC

FINANCIAL DESIGN STUDIO, INC.

THE OPERAND GROUP II LLC

Other Investors

KATHERINE MICEK

RALPH ANTHONY LIBERATORE

Dane Michael Pinter

James Christian Hack

Noah David Fishbein

ANASTASIOS P LIOSATOS

Allison Raez Swanson

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Deer Park, IL

CREATIVE PLANNING · Deer Park, IL

NORTHROCK PARTNERS, LLC · DEER PARK, IL

ESSEX LLC · DEER PARK, IL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DEER PARK, IL

IHT WEALTH MANAGEMENT LLC · Deer Park, IL

FINANCIAL DESIGN STUDIO, INC. · DEER PARK, IL

THE OPERAND GROUP II LLC · DEER PARK, IL

More in Deer Park,, IL

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