Overview
Assets Under Management: $161 million
Headquarters: ASHLAND, OH
High-Net-Worth Clients: 14
Average Client Assets: $2 million
Frequently Asked Questions
LIVELSBERGER, LYNN LOUIS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117665), LIVELSBERGER, LYNN LOUIS is subject to fiduciary duty under federal law.
LIVELSBERGER, LYNN LOUIS is headquartered in ASHLAND, OH.
LIVELSBERGER, LYNN LOUIS serves 14 high-net-worth clients according to their SEC filing dated April 18, 2025. View client details ↓
According to their SEC Form ADV, LIVELSBERGER, LYNN LOUIS offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
LIVELSBERGER, LYNN LOUIS manages $161 million in client assets according to their SEC filing dated April 18, 2025.
According to their SEC Form ADV, LIVELSBERGER, LYNN LOUIS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.83
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,004
Discretionary Accounts: 1,004
Regulatory Filings
CRD Number: 117665
Filing ID: 1980869
Last Filing Date: 2025-04-18 12:02:00
Website: https://livelsbergerfinancial.com