Financial ADVSR advisor directory · SEC adviser records
Level Four Advisory Services financial advisors in Minnetonka, MN
Every SEC-registered investment adviser representative at a Level Four Advisory Services office in Minnetonka, A to Z.
3 registered advisors work at Level Four Advisory Services in Minnetonka, out of 138 at the firm nationwide; it ranks number 31 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
Level Four Advisory Services advisors in Minnetonka, A to Z
Every Level Four Advisory Services advisor →- Matthew J. SchererCertified Financial Planner · Also a broker rep
- Jeffrey M. SchlichtCertified Financial Planner · Also a broker rep
- Gary W. SchmidtAlso a broker rep
Level Four Advisory Services advisors in every city and state →Level Four Advisory Services: assets, clients and custodians →Advisor Moves: who changed firms this week →
Level Four Advisory Services advisors in other cities
Dallas, TX 64Atlanta, GA 5Great Neck, NY 4Pinehurst, NC 3Roanoke, VA 3Williamsburg, VA 3Wilson, NC 3Bloomfield Hills, MI 2Fort Worth, TX 2La Grange, NC 2Miami, FL 2Mobile, AL 2Raleigh, NC 2San Antonio, TX 2Sarasota, FL 2
Other firms in Minnetonka
All Minnetonka advisors →Cetera Investment Advisers LLC 48Ameriprise Financial Services, LLC 42Advisornet Wealth Partners 38Principal Securities, Inc. 30Strategic Advisers LLC 21Park Avenue Securities LLC 20Osaic Wealth, Inc. 19Robert W. Baird & Co. Incorporated 17Bluestem Wealth Partners, LLC 15Captrust 12Great Valley Advisor Group, LLC 9The Advocate Group, LLC 9
Questions
How many financial advisors does Level Four Advisory Services have in Minnetonka?
3 investment adviser representatives are registered at Level Four Advisory Services offices in Minnetonka, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 138 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Is Level Four Advisory Services one of the largest advisor employers in Minnetonka?
Level Four Advisory Services ranks number 31 in Minnetonka by registered advisors; Cetera Investment Advisers LLC has the most, with 48.
How do I check a Level Four Advisory Services advisor in Minnetonka?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Level Four Advisory Services office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.