Dawn Cheriece Benko

Employer firm

Level Four Advisory Services CRD 134086

$6.54B regulatory AUM 98 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → 05/2023
  Thrivent Investment Management Inc
  Shakopee, MN
• 04/2014 → 05/2023
  Thrivent Financial
  Appleton, WI
• 05/2023 → Present
  Level Four Financial, Llc
  Dallas, TX

Previous Registrations

• 2014-02-07 → 2023-05-03
  Thrivent Investment Management Inc.
  Owatonna, MN
  Minneapolis, MN
  Shakopee, MN
  Prior Lake, MN

Other Businesses

ARBONNE - POSITION: SALES REP NATURE: COSMETIC AND NUTRITIONAL PRODUCTS INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2015 ADDRESS: 9400 JERONIMO RD, IRVINE CA 92618; DESCRIPTION: I JOINED TO TAKE ADVANTAGE OF THE PRODUCT DISCOUNTS. AM NOT PLANNING TO HOST PARTIES. HOWEVER WOULD TAKE ORDERS FOR OTHERS. LEVEL FOUR ADVISORY SERVICES, LLC, INVESTMENT RELATED, SEC REGISTERED INVESTMENT ADVISOR REPRESENTATIVE, STARTED 5/2023, LOCATED AT 12400 COIT ROAD, DALLAS TX, DEVOTE 50-70% OF TIME TO THIS ENTITY UNDER THE DBA NAME ENTIRETY WEALTH. VETERANS ON THE LAKE, VOLUNTEER, NON-PROFIT, NOT INVESTMENT RELATED, SERVING DISABLED VETERANS, STARTED 1/1/2024, DEVOTE 6 HOURS PER MONTH WITH APPROXIMATELY 2 HOURS DURING TRADING HOURS, LOCATED AT 161 FERNBERG ROAD, ELY MN 55731, BOARD MEMBER

Exams

• S66 Uniform Combined State Law Examination
  2014-02-06

Designations

• Chartered Financial Consultant

Other Names

• Dawn Cheriece North
• Dawn C North
• Dawn Cheriece North