Company Information

Get to know Luskin Financial Planning

Luskin Financial Planning is a Colorado-based financial advisory firm that operates as a fee-only fiduciary, meaning it is legally obligated to act in its clients' best interests and does not earn commissions from selling financial products. Founded by Ken Luskin, the company focuses on creating customized, long-term financial plans for individuals and families. Its services cover a wide range of financial needs, including retirement planning, investment management, insurance and risk analysis, and estate planning, all with an emphasis on providing objective and independent advice.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Luskin Financial Planning

United States

Founded in

2021 (5 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.