Spenser Lee Liszt
CFP®Professional Summary
Spenser Lee Liszt, CFP®, who also goes by Spenser Liszt, is a registered financial advisor currently at MOTIF PLANNING located in Dallas, Texas. Spenser is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Spenser has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Education Funding
- Investment Management
- Business Services
- Cashflow & Budgeting
- Estate & Legacy Planning
- Financial Planning
- Tax Planning
- Risk Management & Insurance
Specializations
Biography
In my free time I enjoy woodworking and spending quality time with my wife.
Other Aliases
Spenser Liszt
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
MOTIF PLANNING | THRIVING MUSICIAN LLC
Contact Information
Main Address
Dallas, TXMailing Address
4475 Trinity Mills Rd Po Box 703921, Dallas, TX 75370Phone Number
(214) 494-9231# of Employees
1Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(8/31/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Spenser Lee Liszt's CRS (Customer Relationship Summary).
Services Offered by Spenser
- Retirement Planning
- Education Funding
- Investment Management
- Business Services
- Cashflow & Budgeting
- Estate & Legacy Planning
- Financial Planning
- Tax Planning
- Risk Management & Insurance
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