Lisa M. Michaelson

FELLOWSHIP FINANCIAL GROUP

Maitland, FL 32751

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CRD#: 2879167

Professional summary

Lisa Marie Michaelson, CFP® is a registered financial advisor currently at FELLOWSHIP FINANCIAL GROUP located in Maitland, Florida.

Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Lisa has worked at 6 firms and has passed the Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Marie Michaelson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

March 31, 2023 - Present

FELLOWSHIP FINANCIAL GROUP

Office #1: 630 N Wymore Road #304, Maitland, FL 32751

RIA

CRD#: 154103

Maitland, FL

Past

August 16, 2016 - March 6, 2023

DORMAN FINANCIAL MANAGEMENT, P.A.

RIA

CRD#: 136881

MAITLAND, FL

Past

June 17, 2009 - November 22, 2013

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

MAITLAND, FL

Past

October 26, 2007 - December 31, 2012

DORMAN FINANCIAL MANAGEMENT, P.A.

RIA

CRD#: 136881

MAITLAND, FL

Past

February 25, 2005 - April 2, 2009

MUTUAL SERVICE CORPORATION

CRD#: 4806

MAITLAND, FL

Past

February 17, 2004 - July 7, 2004

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

November 22, 2000 - October 10, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FELLOWSHIP FINANCIAL GROUP

FELLOWSHIP FINANCIAL GROUP | FELLOWSHIP INVESTMENT ADVISORS, LLC

CRD#: 154103 / SEC#: 801-129083

RIA

Registered Investment Advisory firm - (11/20/2023 Approved)

Florida

Registered Investment Advisory firm - (12/5/2023 Terminated)

Texas

Registered Investment Advisory firm - (12/5/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(3/31/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 11/21/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/28/2001

General Securities Principal Examination

Current Firm

FELLOWSHIP FINANCIAL GROUP

FELLOWSHIP FINANCIAL GROUP | FELLOWSHIP INVESTMENT ADVISORS, LLC

CRD#: 154103 / SEC#: 801-129083

RIA

Registered Investment Advisory firm - (11/20/2023 Approved)

Florida

Registered Investment Advisory firm - (12/5/2023 Terminated)

Texas

Registered Investment Advisory firm - (12/5/2023 Terminated)

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Contact information

Main Address

630 N Wymore Road #304, Maitland, FL 32751

Mailing Address

Phone number

(407) 949-5888

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FELLOWSHIP INVESTMENT ADVISORS DISCLOSURE BROCHURE (9/8/2025)

Regulatory assets under management

Total Number of Accounts	973
AUM (Assets Under Management)	$ 151,844,183

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Lisa M. Michaelson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Marie Michaelson's CRS (Customer Relationship Summary).

Certified licenses

Experience

DORMAN FINANCIAL MANAGEMENT, P.A.

NEXT FINANCIAL GROUP, INC.

DORMAN FINANCIAL MANAGEMENT, P.A.

MUTUAL SERVICE CORPORATION

FSC SECURITIES CORPORATION

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

FELLOWSHIP FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 7

Date: 11/21/2000

Series 24

Date: 11/28/2001

Current Firm

FELLOWSHIP FINANCIAL GROUP

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FELLOWSHIP FINANCIAL GROUP

TRUST BUT VERIFY

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