Lynn Livelsberger
Lynn Livelsberger is a registered investment advisor at Livelsberger Financial Advisory, based in Ashland, OH, with 14 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 379 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are up to 2% during the first year, depending on administrative needs. Fees are negotiable at times, depending upon special circumstances.
Fee Estimator
Location
122 West Washington Street, Suite D, Ashland, OH, 44805
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lynn is the president and partner of SWL Retirement, Inc., a non-investment related business selling a board game. Lynn dedicates minimal time to this business.
Employment History
Current Registrations
Livelsberger Financial Advisory
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.