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Level Four Advisory Services CRD 134086
$6.54B regulatory AUM 98 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12400 Coit Road Suite 700, Dallas, TX 75251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-05-02 |
| TX | RA | APPROVED | 2023-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Prior Lake | MN | 05/2005 | 05/2023 |
| Thrivent Financial For Lutherans | Appleton | WI | 06/2005 | 05/2023 |
| Level Four Financial, Llc | Dallas | TX | 05/2023 | Present |
16151 Main Avenue LLC was formed to purchase office building that we work in. We currently have Thrivent Representatives that lease space from us. We also rent out office suites to other businesses. Our time and duties will not change from the original submission of this OBA. INVESTMENT RELATED, No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2014, ADDRESS: 16151 Main Ave SE., Prior Lake MN 55372, United States, DESCRIPTION: Pay bills associated with running the business and maintain or find contractors to maintain space. Level Four Advisory Services, LLC, SEC Registered Investment Advisor, Investment Advisor Representative, started 5/2/2023, Located at 12400 Coit Road, Dallas TX 75251, Devote 50-70% of time to this entity under the dba name Entirety Wealth. Entirety Business Solutions, consulting services including exit planning to lower/middle class markets, started June 11, 2025, Devote approximately 32 hours monthly to this activity with 25 during trading hours. Not investment related, located in Shakopee, MN Admirals of Prior Lake, Non-Profit Organization that raises money for local baseball team, Volunteer Treasurer started 12/5/2025, devotes approximately 4 hours per month outside of trading hours to this activity. Organization is located in Prior Lake, MN 55372.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-18 |
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