Christopher Blake Magnuson

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

• 10/2007 → 11/2019
  Tervis
  North Venice, FL
• 10/2019 → Present
  Magnuson Financial, Inc.
  Sarasota, FL
• 10/2019 → Present
  Level Four Financial, Llc
  Dallas, TX

Other Businesses

MAGNUSON FINANCIAL, STARTED 10/2019, DIRECTOR OF BUSINESS OPERATIONS, DBA NAME FOR BROKERAGE CLIENT RELATIONSHIPS MAINTAINED BY LEVEL FOUR FINANCIAL, LLC, LOCATED AT 3900 CLARK ROAD, BUILDING R, SARASOTA, FL 34233. 100% OF TIME DEVOTED TO THIS ENTITY DURING MARKET HOURS, INVESTMENT RELATED. LEVEL FOUR ADVISORY SERVICES, STARTED 4/2023, INVESTMENT ADVISOR REPRESENTATIVE, HOME OFFICE LOCATED AT 12400 COIT ROAD, DALLAS TX 75251, 50% OF TIME DEVOTED TO ADVISORY ACTIVITY THROUGH DBA MAGNUSON FINANCIAL. INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2023-03-23

Other Names

• Christopher B Magnuson