Investment adviser representative · Fellowship Financial Group
Lisa M. Michaelson
CRD 2879167 · Maitland, FL
At a glance
Lisa M. Michaelson is an investment adviser representative with Fellowship Financial Group in Maitland, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lisa’s SEC record dates to 2007, about 18 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Fellowship Financial GroupSince March 2023Maitland, FL · $176M in regulatory assets
SEC adviser record
- Registered since
- 2007 (18 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Lisa’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.