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Livelsberger Financial Advisory CRD 117665
$176M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
122 West Washington Street Suite D, Ashland, OH 44805 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2012-02-28 |
| OH | RA | APPROVED | 2012-01-24 |
Branch Locations
122 West Washington Street Suite D, Ashland, OH 44805 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Livelsberger Financial Advisory | Ashland | OH | 01/1979 | Present |
NAME OF BUSINESS: SWL RETIREMENT, INC. THIS BUSINESS IS NON-INVESTMENT RELATED. BUSINESS ADDRESS: 959 THOMAS DRIVE, ASHLAND, OHIO 44805. NATURE OF BUSINESS: SELLING A BOARD GAME TO PERSONS OF THE BABY-BOOMER GENERATION. POSITION: PARTNER TITLE: PRESIDENT START DATE: 10/01/2008 TIME: APPROXIMATELY 2 HOURS PER MONTH ARE DEVOTED TO THIS BUSINESS. TIME: 0 HOURS ARE DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS. DUTIES: MARKETING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-09 |
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