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Owner/chief Compliance Officer · Livelsberger Financial Advisory

Lynn L. Livelsberger

CRD 1370517 · Named on Form ADV at one SEC-registered adviser

At a glance

Livelsberger Financial Advisory, an SEC-registered wealth manager based in Ashland, OH with $176 million in regulatory assets, lists Lynn L. Livelsberger on its Form ADV as Owner/chief Compliance Officer, a control person.

Firms and roles

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Lynn’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lynn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.