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CRD#: 165828
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

LION STREET FINANCIAL, LLC is located at 300 Colorado St Suite 2600, Austin, TX 78701 and was first established at Dallas, Delaware in 01/07/2022. After operating for 3 years, LION STREET FINANCIAL, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of LION STREET FINANCIAL, LLC’s clients are individuals and 0% of their clients are high net worth individuals. LION STREET FINANCIAL, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at LION STREET FINANCIAL, LLC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access LION STREET FINANCIAL, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at LION STREET FINANCIAL, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for LION STREET FINANCIAL, LLC Comes From

Understanding the Statistics for LION STREET FINANCIAL, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
1

FIRM INFORMATION

Main Address
300 Colorado St Suite 2600, Austin, TX 78701
Mailing Address
300 Colorado St Suite 2600, Austin, TX 78701
Firm Size
Small
Phone Number
(512) 776-8400
Established
Delaware since 01/07/2022
Firm Type
Limited Liability Company
Fiscal year end
January
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
LION STREET, LLCHOLDING COMPANY
BURMEISTER, JOHN FREDRICK IIPRESIDENT & CEO4245451
HECKLER, CARIE MARIECHIEF COMPLIANCE OFFICER4557559
RATAJCZAK, KARIFINANCIAL & OPERATIONS PRINCIPAL6008791

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at LION STREET FINANCIAL, LLC

SS

Shawn Ray Seilback

IAR
RR
CRD#: 1010328
Location:
Langhome, PA 19047
Company:
CSENGE ADVISORY GROUP, LLC
Disclosures:
Experience:
42 years
View Profile
Brent Charles Bunger

Brent Charles Bunger

Brent C Bunger
IAR
RR
CRD#: 1488149
CFP®: Certified Financial Planner
Location:
Los Gatos, CA 95030
Company:
LEGACY CAPITAL GROUP CALIFORNIA, INC.
Disclosures:
Experience:
39 years
View Profile
MM

Michael Steven Mcmartin

IAR
RR
CRD#: 1365260
Location:
Creston, WA
Company:
INTEGRITY ALLIANCE, LLC.
Disclosures:
Experience:
40 years
View Profile
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