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LIVELSBERGER FINANCIAL ADVISORY

ASHLAND, OH · CRD 117665 · IAPD ↗ · livelsbergerfinancial.com · 419-289-7165

$176.4MRegulatory AUM
1Advisory reps
4Employees
0Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
January 2026 — LIVELSBERGER FINANCIAL ADVISORY now reports custody of client assets.
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
44
April 2024 — LIVELSBERGER FINANCIAL ADVISORY notice-filed in GA, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.