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Megan Leigh Friesz

Lion Street Financial, LLC

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About Megan Leigh Friesz

Megan Friesz is a financial advisor at Lion Street Financial, LLC, located in Fargo, North Dakota. Megan has been in the financial industry for over three years. Megan holds Series 63, 6TO, and SIE licenses. Megan is registered to provide investment advice in North Dakota and Minnesota. Megan previously worked at CLASSIC, LLC, also located in Fargo, North Dakota.

Firm Information

Megan Friesz is currently registered with Lion Street Financial, LLC. Lion Street Financial, LLC is a Limited Liability Company formed in January 2022 and is registered to provide advisory services in all 50 states, the District of Columbia, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

137

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Megan Friesz’s Registration & Firm History

ND

01/17/2024 - Present

Lion Street Financial, LLC (Fargo ND)

ND

11/13/2020 - 12/07/2023

CLASSIC, LLC (FARGO ND)

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Licenses & Designations

BC

Issued 12/11/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/13/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/16/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Megan Leigh Friesz.
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