# LIESER LORI MICHELL

LIESER LORI MICHELL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 21 filing roles across Form ADV (21).

## Filings (21)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [KESTRA PRIVATE WEALTH SERVICES, LLC](https://search.stillhousedata.com/firm/155193) | VICE PRESIDENT | AUSTIN, TX |
| — | Form ADV | [FIDUCIENT ADVISORS LLC](https://search.stillhousedata.com/firm/106720) | SENIOR VICE PRESIDENT | CHICAGO, IL |
| — | Form ADV | [WEALTHSPIRE ADVISORS LLC](https://search.stillhousedata.com/firm/106181) | VICE PRESIDENT | NEW YORK, NY |
| — | Form ADV | [WEALTHSPIRE ADVISORS](https://search.stillhousedata.com/firm/147592) | VICE PRESIDENT | MELVILLE, NY |
| — | Form ADV | [BEACON RETIREMENT PLANNING SERVICES INC.](https://search.stillhousedata.com/firm/110038) | VICE PRESIDENT | DALLAS, TX |
| — | Form ADV | [WEALTHSPIRE RETIREMENT, LLC](https://search.stillhousedata.com/firm/121254) | VICE PRESIDENT | ALISO VIEJO, CA |
| — | Form ADV | [SST BENEFITS CONSULTING & INSURANCE SERVICES, LLC](https://search.stillhousedata.com/firm/288129) | VICE PRESIDENT | ALISO VIEJO, CA |
| — | Form ADV | [FIDUCIARY FIRST, LLC](https://search.stillhousedata.com/firm/150330) | VICE PRESIDENT | MAITLAND, FL |
| — | Form ADV | [RETIREMENT INVESTMENT ADVISORS INC](https://search.stillhousedata.com/firm/106316) | VICE PRESIDENT | OKLAHOMA CITY, OK |
| — | Form ADV | [ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.](https://search.stillhousedata.com/firm/126685) | VICE PRESIDENT | PLAINVIEW, NY |
| — | Form ADV | [PROVISE MANAGEMENT GROUP, LLC](https://search.stillhousedata.com/firm/105375) | VICE PRESIDENT | CLEARWATER, FL |
| — | Form ADV | [P&A CAPITAL ADVISORS, INC.](https://search.stillhousedata.com/firm/111731) | VICE PRESIDENT | NEW YORK, NY |
| — | Form ADV | [PRIVATE CAPITAL GROUP, LLC](https://search.stillhousedata.com/firm/126665) | VICE PRESIDENT | WEST HARTFORD, CT |
| — | Form ADV | [PRIVATE OCEAN, LLC](https://search.stillhousedata.com/firm/110666) | VICE PRESIDENT | SAN RAFAEL, CA |
| — | Form ADV | [UA ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/137217) | VICE PRESIDENT | ENDWELL, NY |
| — | Form ADV | [SAGE FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/107607) | VICE PRESIDENT | RENO, NV |
| — | Form ADV | [HERON FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/146012) | VICE PRESIDENT | NEW YORK, NY |
| — | Form ADV | [NFP CORPORATE SERVICES (MN), INC.](https://search.stillhousedata.com/firm/116548) | VICE PRESIDENT | PLYMOUTH, MN |
| — | Form ADV | [ACG ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/106259) | VICE PRESIDENT | MIDLOTHIAN, VA |
| — | Form ADV | [LENOX WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/158380) | VICE PRESIDENT | NEW YORK, NY |
| — | Form ADV | [WALDEN WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/226583) | VICE PRESIDENT | BEACHWOOD, OH |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.