Jeffrey Michael Schlicht

Current Employers

Employment History

• 01/2014 → 08/2021
  Lpl Financial Llc
  Minnetonka, MN
• 01/2014 → Present
  Level Four Advisory Services
  Plano, TX
• 08/2021 → Present
  Level Four Financial, Llc
  Dallas, TX

Previous Registrations

• 2006-02-03 → 2014-01-27
  Thrivent Investment Management Inc.
  Eden Prairie, MN
  Eden Prairie, MN
  Bloomington, MN
  Edina, MN
  Chaska, MN
  Golden Valley, MN
  Chaska, MN

Other Businesses

1. 01/24/2014: SUMMIT FINANCIAL ADVISORS - DBA for Level Four Financial, LLC Business - investment related at 10900 Wayzata Blvd., Suite 830, Minnetonka, MN 55305. 2. 01/24/2014: LEVEL FOUR INSURANCE SERVICES - Non-Variable Insurance - INV REL - At Reported Business Location(s) - Agent - 20% Time Spent 3. 01/30/2014: LEVEL FOUR ADVISORY SERVICES, LLC - REGISTERED INVESTMENT ADVISOR - INV REL - At Reported Business Location(s) - FEE BASED ASSET MANAGEMENT AND SERVICE FOR FEES - %75 TIME SPENT 4. 12/9/2014: WEST ASSOCIATES, LLC - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - INV REL - At Reported Business Location(s) - West Assoc. is used to cover shared expenses, like staff, marketing etc. West Assoc. is only used for tax reasons and does not receive any revenue. - 0 Hr/Mo 5. 12/12/2014: JMS Capital - Business Entity For Tax/Investment Purposes Only - INV REL - 869 Hope Ave., Jordan, MN 55352 - Start 12/01/2014 - After I receive commission or compensation I will transfer those funds to JMS Capital account. I will use those funds to cover day to day business expenses. - 1 Hr/Mo; 1 Hour During Securities Trading 6. 06/29/2016: Advisor Net Insurance - Non-Variable Insurance - INV REL - At Reported Business Location(s) - Start 06/15/2016 - agent - 3 Hr/Mo; 0 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2004-07-30

Designations