top of page
Image by Melissa LeGette
Image by Melissa LeGette

Disclosures

Investing involves risk and possible loss. Securities offered through Lion Street Financial, LLC (LSF), member FINRA/SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC (LSA), and Csenge Advisory Group, registered investment advisors. Insurance offered through Financial Success Strategies, LLC, not affiliated with LSF or LSA. Financial Success Strategies, LSF, and LSA do not offer tax advice. For complete details, please see your tax advisor.

​

Securities offered through Lion Street Financial, LLC (LSF), member FINRA/SIPC.  Investment Advisory Services offered through Lion Street Advisors, LLC (LSA), registered investment advisors.  Insurance offered through Financial Success Strategies, LLC, not affiliated with LSF or LSA.  Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.

​

Investor Disclosures:

​

Lion Street Financial
Lion Street Advisors
Csenge Advisory Group

FINRA BrokerCheck

Shelley head shot_blue jacket.jpg

TM

Main Number
512-662-6262

​

Email

shelley.nadel@radianpartners.net (for programming)

sonia.lance@radianpartners.net (for planning consultation)

​

Complete Contact Form

​

Houston Office                                 

2636 South Loop West, Ste. 302
Houston, TX 77054


                         

Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC.  Investment advisory services are also offered through Csenge Advisory Group, LLC (CAG), a registered investment adviser with the SEC. Integrity Alliance and Integrity Wealth are not affiliated with CAG or Radian Partners.

 

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed.  Check the background of this firm on FINRA’s BrokerCheck.​

​

  • White LinkedIn Icon
  • White Facebook Icon

© 2025 by Sergesketter & Associates Inc.  

bottom of page