Lisa Michaelson has been an investment adviser representative at Fellowship Investment Advisors since March 2023, and is not listed among the firm’s executive officers or direct owners.
Fellowship Investment Advisors, LLC is a Maitland, FL firm with $176M under management, 492 clients and 3 advisers in one office, as of its March 2026 filing.
Lisa Michaelson is Associate Wealth Advisor of Fellowship Financial Group. She brings over 25 years of experience in investment management, financial planning, and client service.
Lisa Michaelson’s longest registration was 6 years at Dorman Financial Management, P.a. (2016–2023). Before joining Fellowship Investment Advisors in 2023, Lisa Michaelson was registered through Dorman Financial Management, P.a.
- Fellowship Financial GroupCurrent– present · 3 yearsMaitland, FL · Adviser representative · Firm CRD 154103
- Dorman Financial Management, P.a.– · 6 yearsMaitland, FL · Adviser representative · Firm CRD 136881
- Dorman Financial Management, P.a.– · 5 yearsMaitland, FL · Adviser representative · Firm CRD 136881
Professional designations
Listed by Fellowship Investment Advisors
- CFP®
Investment adviser representative registrations
Lisa Michaelson is registered as an investment adviser representative in Florida, since March 2023.
- FloridaSince 31 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 28 November 2001 |
| Series 7 | General Securities Representative Examination | 21 November 2000 |
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Lisa Marie Michaelson
- CRD
- 2879167
- Firm
- Fellowship Investment Advisors · CRD 154103
- Office
- 630 N WYMORE ROAD, #304, Maitland, FL 32751
- Registration
- Investment adviser registration
- In the industry since
- July 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fellowshipfinancial.com
Where does Lisa Michaelson work?
Lisa Michaelson is an investment adviser representative registered through Fellowship Investment Advisors, LLC since March 2023, and is not listed among the firm’s executive officers or direct owners.
Is Lisa Michaelson a financial advisor?
Yes. Lisa Michaelson has a current investment-adviser registration in Florida, through Fellowship Investment Advisors since March 2023.
How many years of experience does Lisa Michaelson have?
Lisa Michaelson has 15 years in the financial industry, since July 2011, across 2 adviser firms.
What exams has Lisa Michaelson passed?
Lisa Michaelson has passed 2 licensing exams: the Series 7 and Series 24. The earliest, the Series 7, was passed in November 2000.
Where did Lisa Michaelson work before Fellowship Investment Advisors?
Before Fellowship Investment Advisors, Lisa Michaelson was registered through Dorman Financial Management, P.a., August 2016 to March 2023; Dorman Financial Management, P.a., October 2007 to December 2012.
Where is Lisa Michaelson based?
Lisa Michaelson’s registered office is in Maitland, FL.
Is Lisa Michaelson registered with FINRA?
No. Lisa Michaelson has no current broker registration.
Is Lisa Michaelson a CFP?
Fellowship Investment Advisors lists Lisa Michaelson with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Lisa Michaelson, CFP® biography, fellowshipfinancial.com
How can I verify Lisa Michaelson’s record?
Search CRD 2879167 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lisa Michaelson’s full registration record.