Advisor at Livelsberger Financial Advisory
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Livelsberger Financial Advisory
Location
Ashland, OH 44805
Credentials
Series 63, Series 65
Industry experience
14 years
Lynn Livelsberger is the principal of Livelsberger Financial Advisory in Ashland, Ohio, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has led his firm since 1979. Outside of his advisory work, he is president and partner of SWL Retirement, Inc., a business that markets a board game targeted at the baby-boomer generation. Livelsberger Financial Advisory provides comprehensive financial planning and discretionary portfolio management to individuals, families, small businesses, corporate pension plans, and non-profit organizations. The firm emphasizes asset diversification and mutual fund manager selection, managing portfolios primarily on a discretionary basis without attempting to time markets.
Based on Livelsberger Financial Advisory
Based on Livelsberger Financial Advisory
$0+: Up to 2% during the first year of engagement $0+: 1% after the first year of engagement
Commissions earned from insurance products sold through the firm (insurance commissions separate from advisory fees)
$75.00 per hour for financial planning and consulting beyond asset management (paid in arrears)
Fee-only: Up to 2% of assets under management first year; 1% thereafter (annual, asset-based fees)
122 West Washington Street, Suite D
Ashland, OH 44805
Florida · Ohio · Texas
Livesberger Financial Advisory
1979 - Present (47 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Ashland, OH
Crosby Advisory Group, LLC
Series 65
Ashland, OH
Crosby Advisory Group, LLC
Series 65
Ashland, OH
Crosby Advisory Group, LLC
Series 65
Ashland, OH
Whitcomb & Hess, Inc.
CFP®, Series 66
Ashland, OH
Whitcomb & Hess, Inc.
Series 65
Ashland, OH
Whitcomb & Hess, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")