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Ryan Warren Ash

Level Four Advisory Services

Shakopee, MN

CRD 4969623

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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:

Current Employers
Level Four Advisory Services

12400 Coit Road Suite 700, Dallas, TX 75251 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-05-02
TX RA APPROVED 2023-05-02
  • MN RA
    APPROVED
    Since 2023-05-02
  • TX RA
    APPROVED
    Since 2023-05-02

Branch Locations

238 Lewis Street South, Shakopee, MN 55379 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2005 → 05/2023
    Prior Lake, MN
  • 06/2005 → 05/2023
    Thrivent Financial For Lutherans
    Appleton, WI
  • 05/2023 → Present
    Level Four Financial, Llc
    Dallas, TX
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-18
  • S66 Uniform Combined State Law Examination
    2005-08-18
Designations
  • Certified Financial Planner

View on SEC IAPD

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