Elizabeth M. Misak
Professional summary
Elizabeth Michelle Misak, who also goes by Elizabeth Michelle Conrad, is a registered financial advisor currently at TRUE LINK FINANCIAL ADVISORS located in San Diego, California.
Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Elizabeth has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Michelle Misak's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 4, 2022 - Present
TRUE LINK FINANCIAL ADVISORS
December 3, 2021 - December 20, 2021
ASPIRIANT, LLC
July 10, 2017 - December 31, 2021
HEARTHSTONE | PRIVATE WEALTH MANAGEMENT
September 25, 1995 - August 4, 1998
SEI INVESTMENTS DISTRIBUTION CO.
Primary Firm SEC Registration
TRUE LINK FINANCIAL ADVISORS
CRD#: 281870 / SEC#: 801-114179
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/4/2022)
Exams
Current Firm
TRUE LINK FINANCIAL ADVISORS
CRD#: 281870 / SEC#: 801-114179
Contact information
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,065 |
| AUM (Assets Under Management) | $ 1,348,767,425 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 08/27/2024 | ||
| 11/27/2023 | ||
| 09/29/2022 |
Red Flags
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