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Lynn Louis Livelsberger

LIVELSBERGER, LYNN LOUIS·ASHLAND, Ohio
Unclaimed Profile
122 WEST WASHINGTON STREET, ASHLAND, OH 44805CRD# 1370517Firm CRD# 117665
01

About

Lynn Louis Livelsberger is a registered financial advisor based in ASHLAND, Ohio, affiliated with LIVELSBERGER, LYNN LOUIS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LIVELSBERGER, LYNN LOUIS
LIVELSBERGER FINANCIAL ADVISORY
AUM
$141M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at LIVELSBERGER, LYNN LOUIS →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Regulatory
SEC/IARD CRD# 1370517
Firm CRD# 117665
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lynn Louis Livelsberger offer?
Lynn Louis Livelsberger specializes in Financial Planning, Investment Management. Contact their office in ASHLAND, Ohio for a consultation.
What are Lynn Louis Livelsberger's credentials?
Lynn Louis Livelsberger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lynn Louis Livelsberger located?
Lynn Louis Livelsberger is based in ASHLAND, Ohio, working with LIVELSBERGER, LYNN LOUIS. Their office serves clients in the ASHLAND metropolitan area and surrounding communities.
How does Lynn Louis Livelsberger charge for services?
Lynn Louis Livelsberger's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIVELSBERGER, LYNN LOUIS?
LIVELSBERGER, LYNN LOUIS has approximately 4 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
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CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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