Elizabeth Husserl

Current Employers

Employment History

• 10/2012 → 08/2019
  Ameritas Investment Corp
  Lincoln, NE
• 09/2012 → 08/2019
  Ameritas Life Insurance Corp
  Lincoln, NE
• 08/2012 → 05/2019
  David White & Associates
  San Ramon, CA
• 02/2016 → Present
  Evolve Wealth Planning
  San Ramon, CA
• 05/2019 → Present
  Peak360 Wealth Management
  San Ramon, CA
• 08/2019 → 11/2025
  Lion Street Financial
  San Ramon, CA
• 08/2019 → 11/2025
  Lion Street Advisors
  San Ramon, CA
• 11/2025 → Present
  Integrity Alliance, Llc.
  San Ramon, CA
• 11/2025 → Present
  Integrity Alliance, Llc.
  San Ramon, CA

Previous Registrations

• 2019-08-01 → 2025-11-03
  Lion Street Advisors, Llc
  Oakland, CA
  San Ramon, CA
• 2013-05-07 → 2019-08-02
  Ameritas Investment Company, Llc
  San Ramon, CA
  Lincoln, NE
  Glendale, AZ
  San Ramon, CA

Other Businesses

1) Peak360 Wealth Management; same as branch; inv rel; life insurance agent; agent; start date=05/2019; hrs/mo=20; trading hrs/mo=20; selling fixed life insurance and DI products; 2) INSURANCE AGENT POSITION: Owner NATURE: Selling Insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/12/2012 ADDRESS: 2404 San Ramon Valley Blvd, Suite 200, San Ramon CA 94583, United States DESCRIPTION: Selling Fixed Life insruance products 3) LICENSED AS AN INDEPENDENT INSURANCE AGENT POSITION: Owner NATURE: Sell fixed insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/12/2012 ADDRESS: 2404 San Ramon Valley Blvd, Suite 200, San Ramon CA 94583, United States DESCRIPTION: Fixed Insurance Products 4) PEAK360 WEALTH MANAGEMENT POSITION: Owner NATURE: Investment advisory firm & wealth management firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2019 ADDRESS: 2404 San Ramon Valley Blv, San Ramon CA 94583, United States DESCRIPTION: Weekly Partner Meeting Weekly All Team Meeting Weekly Staff Meetings 5) ELIZABETH HUSSERL POSITION: Owner NATURE: Behavioral Finance Talks Book Sales, Podcast Interviews all based on my book, The Power of Enough: Finding Joy in Your Relationship to Money; Publication Date: Jan 7 2025 INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 07/12/2012 ADDRESS: 1028 59th Street, Oakland CA 94608, United States DESCRIPTION: Book events, Speaking events, Podcast Interviews, Articles, Workshops 6) PAUSE TODAY POSITION: Consultant NATURE: Pause Today is bilingual digital publication designed to help women navigate perimenopause and menopause and a whole life transformation. It compromises of 5 pillars. I have been invited to do the monthly Financial Wellness pillar, based on my teachings from The Power of Enough, speaking to how financial health impacts our overall sense of wellbeing. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/14/2026 ADDRESS: Virtual Business, Oakland CA 94608, United States DESCRIPTION: Monthly, Create one (1) original piece of content within your designated editorial pillar (e.g., article, guide, video, or resource). Share one (1) social post per month inviting your audience to engage with the Pause community. Quarterly, Co-host one (1) co-branded event per quarter (virtual).

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-04-26
• S63 Uniform Securities Agent State Law Examination
  2012-11-27

Other Names

• Elizabeth Husserl
• Elizabeth Husserl