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LIVELSBERGER FINANCIAL ADVISORY
LIVELSBERGER, LYNN LOUIS
CRD 117665 · SEC 801-118391
122 WEST WASHINGTON STREET, SUITE D, ASHLAND, OH, 44805, United States
Phone
419-289-7165
Fax
419-281-2108
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$176.4M
Discretionary AUM
$174.0M
Team
4 total employees; 1 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Commissions
Org form
Sole Proprietorship
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminarsNONPROFIT ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 365 | $137.6M |
| High net worth individuals | 6 | $28.0M |
| Pension/profit sharing plans | 8 | $8.9M |
| Charitable organizations | 1 | $1.8M |
States served
GA, OH, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD