Michael T. Lissner
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
CHESTERFIELD, MO 63017
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CRD#: 4626375
Professional summary
Michael Timothy Lissner, CFP® is a registered financial advisor currently at ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. located in Chesterfield, Missouri.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Michael has worked at 1 firm and has passed the Series 65 exam.
Biography
Mike, a partner of Acropolis, uses his 30 years of experience in a wide variety of markets and economic conditions to develop and manage client relationships. He consults with executives on their personal finances as well as with business owners on navigating the future transition and/or sale of their business, and leads the Retirement Planning/401(k) line of business. Mike is also a member of our Investment Committee.
Mike is adept at handling both every day and complex financial planning challenges, such as, retirement cash-flow planning, stock options, health care funding, Social Security, charitable giving, estate planning, and tax efficient investing.
Question & Answer
What are your service offerings?
Investment Planning
Divorce Planning
Debt Management
Business Succession Planning
Elder Care
Education Planning
Employee and Employer Plan Ben...
Insurance Planning
Small Business Planning
Retirement Income Management
Social Security Planning
Comprehensive Financial Planni...
Life Transitions
Long-term Care
Estate Planning
Retirement Planning
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Estate & Generational Planning...
ExPat and Cross Border Issues
High Net Worth Client Needs
Retirement Plan Investment Adv...
What is your minimum asset requirement?
1M
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.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Timothy Lissner's 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®
Start date: 2019
Experience
Current
January 16, 2003 - Present
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
Office #1: 14755 North Outer Forty Suite 100, Chesterfield, MO 63017RIA
CRD#: 121307
CHESTERFIELD, MO
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".
AI
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. | ULLICO RETIREMENT SOLUTIONS ("URS")
CRD#: 121307 / SEC#: 801-61444
RIA
Registered Investment Advisory firm - (8/27/2002 Approved)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
Louisiana(7/23/2024)
IAR
Missouri(1/16/2003)
IAR
Texas(1/25/2008)
Current Firm
AI
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. | ULLICO RETIREMENT SOLUTIONS ("URS")
CRD#: 121307 / SEC#: 801-61444
RIA
Registered Investment Advisory firm - (8/27/2002 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14567 North Outer Forty Road Suite 200, Chesterfield, MO 63017
Mailing Address
Phone number
(888) 882-0072
Established
Firm type
Fiscal year end
# of Employees
43
SEC notice filing (24 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,767 |
| AUM (Assets Under Management) | $ 2,196,677,599 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/02/2025 | ||
| 02/27/2025 | ||
| 08/22/2023 | ||
| 12/28/2022 |
Red Flags
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Company Information
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
CRD#: 121307Chesterfield, MO 63017TRUST BUT VERIFY
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