Spenser L. Liszt

MOTIF PLANNING

Dallas, TX

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CRD#: 7134111

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.

Biography

In my free time I enjoy woodworking and spending quality time with my wife.

Question & Answer

What are your service offerings?

Retirement Planning

Education Planning

Investment Planning

Employee and Employer Plan Ben...

Budgeting

Estate Planning

Debt Management

Tax Planning

Comprehensive Financial Planni...

Insurance Planning

Small Business Planning

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

College/Education Planning

Financial Psychology/Coaching

Middle Income Client Needs

Millennials

Professional Athletes or Enter...

Are you a "fiduciary"?

Yes

Aliases

Spenser Liszt

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 Spenser Lee Liszt'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^®

Certified Financial Planner

Start date: 2021

Experience

Current

August 31, 2023 - Present

MOTIF PLANNING

RIA

CRD#: 327428

Dallas, TX

Past

June 13, 2019 - September 1, 2023

PARADIGM ADVISORS, LLC

RIA

CRD#: 114515

DALLAS, TX

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

Texas
(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

State Security Law Exam

IAR

Series 65

Date: 6/13/2019

Uniform Investment Adviser Law Examination

Current Firm

MOTIF PLANNING

MOTIF PLANNING | THRIVING MUSICIAN LLC

CRD#: 327428 / SEC#:

Texas

Registered Investment Advisory firm - (8/31/2023 Approved)

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Contact information

Main Address

Dallas, TX

Mailing Address

4475 Trinity Mills Rd Po Box 703921, Dallas, TX 75370

Phone number

(214) 684-4375

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Contact information

(xxx) xxx-xxxx

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Spenser L. Liszt

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Spenser Lee Liszt's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOTIF PLANNING

PARADIGM ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/13/2019

Current Firm

MOTIF PLANNING

Contact information

Documents

Red Flags

Company Information

MOTIF PLANNING

TRUST BUT VERIFY

Contact information

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