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Livelsberger Financial Advisory
Ashland, Ohio
5.0
2 Reviews
Livelsberger Financial Advisory, headquartered in Ashland, OH, is a distinguished investment advisory firm serving clients with expertise and integrity. With a strong presence in the industry, they have established themselves as a trusted partner for individuals and employer 401Ks alike. With one office, Livelsberger Financial Advisory operates with a team of five dedicated professionals, including Lynn Livelsberger, one of the longest tenured registered advisors who has been with the firm since 2017.
Livelsberger Financial Advisory boasts an impressive average of approximately $160,040,000 in assets under management per investme...see more
Assets Under Mgmt
$160.04M
Investment Professionals
1
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Commissions
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Other Business Activities
- Insurance broker or agent
Reviews for Livelsberger Financial Advisory
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