Equitable Advisors

Broker Kevin Luerssen in Equitable Advisors, LLC Firm Has Customer Complaint

June 16, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Kevin Luerssen (Luerssen), currently associated with Equitable Advisors, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Luerssen recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $8,750.00 on May 20, 2026.

Claimant alleges unsuitability and failure to disclose information in connection with a variable annuity purchased in 2025.

Broker Patrick Denisco in Equitable Advisors, LLC Firm Has Customer Complaint

June 16, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Patrick Denisco (Denisco), currently associated with Equitable Advisors, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Denisco recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $5,000.00 on May 22, 2026.

Client alleges unsuitability and failure to disclose information in connection with variable annuities purchased in 2022 and 2024.

Broker Donna Timmerman in Equitable Advisors, LLC Firm Has Customer Complaint

June 13, 2026 | by Staff Attorney

Currently financial advisor Donna Timmerman (Timmerman), currently employed by brokerage firm Equitable Advisors, LLC has been subject to at least one disclosable event. These events include one customer complaint. According to a BrokerCheck reports most of the recent customer complaints concern either corporate debt securities or alternative investments such as direct participation products (DPPs) like business development companies (BDCs), non-traded real estate investment trusts (REITs), oil & gas programs, annuities, and private placements. The attorneys at Gana Weinstein LLP have represented hundreds of investors who suffered losses caused by these types of high risk, low reward products.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $5,000.00 on April 29, 2026.

Client alleges unsuitability and misrepresentation by the RR in connection with REITs purchased in 2017 and 2019. Appeal received alleging the RR presented an incomplete application to the client for signature which was subsequently completed by the RR with inaccurate information.

There are Recent Customer Complaints with Broker Donna Timmerman in Firm Equitable Advisors, LLC

May 21, 2026 | by Staff Attorney

Currently financial advisor Donna Timmerman (Timmerman), currently employed by brokerage firm Equitable Advisors, LLC has been subject to at least one disclosable event. These events include one customer complaint. According to a BrokerCheck reports most of the recent customer complaints concern either corporate debt securities or alternative investments such as direct participation products (DPPs) like business development companies (BDCs), non-traded real estate investment trusts (REITs), oil & gas programs, annuities, and private placements. The attorneys at Gana Weinstein LLP have represented hundreds of investors who suffered losses caused by these types of high risk, low reward products.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $5,000.00 on March 04, 2026.

Client alleges unsuitability and misrepresentation by the RR in connection with REITs purchased in 2017 and 2019.

There are Recent Customer Complaints with Broker Mark Lininger in Firm Equitable Advisors, LLC

May 21, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Mark Lininger (Lininger), currently associated with Equitable Advisors, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Lininger recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a settled customer complaint with a damage request of $5,000.00 on March 02, 2026.

Client alleges the RR misrepresented the advisory fees associated with the cash and fixed income within their account.

There are Recent Customer Complaints with Broker Kenneth Kohn in Firm Equitable Advisors, LLC

May 20, 2026 | by Staff Attorney

Currently financial advisor Kenneth Kohn (Kohn), currently employed by brokerage firm Equitable Advisors, LLC has been subject to at least one disclosable event. These events include one customer complaint. According to a BrokerCheck reports most of the recent customer complaints concern either corporate debt securities or alternative investments such as direct participation products (DPPs) like business development companies (BDCs), non-traded real estate investment trusts (REITs), oil & gas programs, annuities, and private placements. The attorneys at Gana Weinstein LLP have represented hundreds of investors who suffered losses caused by these types of high risk, low reward products.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $5,000.00 on March 04, 2026.

Client alleges unsuitability and misrepresentation by the RR in connection with REITs purchased in 2017 and 2019.

There are Recent Customer Complaints with Broker Brad Katzer in Firm Equitable Advisors, LLC

May 12, 2026 | by Staff Attorney

According to BrokerCheck records kept by The Financial Industry Regulatory Authority (FINRA) broker Brad Katzer (Katzer), currently associated with Equitable Advisors, LLC, has been subject to at least one disclosable event. These events include one customer complaint. Several of those complaints against Katzer concern allegations of high frequency trading activity also referred to as churning or excessive trading among other securities laws violations.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $5,000.00 on April 10, 2026.

Client alleges the RR engaged in excessive trading, misrepresented fees, and made unsuitable investment recommendations.

There are Recent Customer Complaints with Broker Chad Stranlund in Firm Equitable Advisors, LLC

May 12, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Chad Stranlund (Stranlund), currently associated with Equitable Advisors, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Stranlund recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $5,000.00 on April 21, 2026.

Client alleges RR failed to disclose costs associated with a VUL policy purchased in 2025.

There are Recent Customer Complaints with Broker Brian Barber in Firm Equitable Advisors, LLC

May 12, 2026 | by Staff Attorney

According to BrokerCheck records kept by The Financial Industry Regulatory Authority (FINRA) broker Brian Barber (Barber), currently associated with Equitable Advisors, LLC, has been subject to at least one disclosable event. These events include one customer complaint. Several of those complaints against Barber concern allegations of high frequency trading activity also referred to as churning or excessive trading among other securities laws violations.

FINRA BrokerCheck shows a pending customer complaint with a damage request of $5,000.00 on April 10, 2026.

Client alleges the RR engaged in excessive trading, misrepresented fees, and made unsuitable investment recommendations.

There are Recent Customer Complaints with Broker Jamie Nowakowski in Firm Equitable Advisors, LLC

May 12, 2026 | by Staff Attorney

According to records kept by The Financial Industry Regulatory Authority (FINRA) financial Broker Jamie Nowakowski (Nowakowski), previously associated with Equitable Advisors, LLC, has at least one disclosable event. These events include one customer complaint, alleging that Nowakowski recommended unsuitable investments in different investment products including debt securities among other allegations and complaints.

FINRA BrokerCheck shows a pending customer complaint on April 10, 2026.

Claimant alleges unsuitable investments.