Lynn Livelsberger has been Owner/Chief Compliance Officer of Livelsberger, Lynn Louis since January 1990, is a control person of the firm and directly owns 75% or more of it.
Livelsberger, Lynn Louis is an Ashland, OH firm with $176M under management, 380 clients and 1 adviser in one office, as of its March 2026 filing.
- – present · 14 yearsAshland, OH · Adviser representative · Firm CRD 117665
Investment adviser representative registrations
Lynn Livelsberger is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2012; the most recent is Texas, in February 2012.
- OhioSince 24 January 2012
- TexasResidentSince 28 February 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 November 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 March 1987 |
| Series 22 | Direct Participation Programs Representative Examination | 5 January 1987 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Direct Participation Programs Representative Examination
- Full name
- Lynn Louis Livelsberger
- CRD
- 1370517
- Firm
- Livelsberger, Lynn Louis · CRD 117665
- Role
- Owner/Chief Compliance Officer
- Office
- 122 WEST WASHINGTON STREET, SUITE D, Ashland, OH 44805
- Registration
- Investment adviser registration
- In the industry since
- January 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Lynn Livelsberger work?
Lynn Livelsberger has been Owner/Chief Compliance Officer of Livelsberger, Lynn Louis since January 1990, and is a control person of the firm.
Is Lynn Livelsberger a financial advisor?
Yes. Lynn Livelsberger has a current investment-adviser registration in Ohio and Texas, through Livelsberger, Lynn Louis since January 2012.
How many years of experience does Lynn Livelsberger have?
Lynn Livelsberger has 14 years in the financial industry, since January 2012, across 1 adviser firm.
What exams has Lynn Livelsberger passed?
Lynn Livelsberger has passed 3 licensing exams: the Series 22, Series 63 and Series 65. The earliest, the Series 22, was passed in January 1987.
Where is Lynn Livelsberger based?
Lynn Livelsberger’s registered office is in Ashland, OH.
Is Lynn Livelsberger registered with FINRA?
No. Lynn Livelsberger has no current broker registration.
How can I verify Lynn Livelsberger’s record?
Search CRD 1370517 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lynn Livelsberger’s full registration record.