Joshua Thomas Foley

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

• 10/2021 → 05/2024
  Leo's Coney Island
  East Lansing, MI
• 05/2022 → 08/2023
  Rebo Lighting & Electronics
  Ann Arbor, MI
• 12/2017 → 08/2021
  Subway Franchise
  Pontiac, MI
• 05/2024 → Present
  Indianwood Golf & Country Club
  Lake Orion, MI
• 01/2025 → Present
  Level Four Financial, Llc
  Dallas, TX
• 01/2015 → 12/2017
  Student
  Pontiac, MI
• 11/2025 → Present
  Level Four Advisory Services, Llc
  Dallas, TX

Other Businesses

Financial Independence, Started 01/2025, Client Services Associate, DBA for business conducted under Level Four Financial and Level Four Advisory Services, Located at 40900 Woodard Avenue, Suite 300, Bloomfield Hills, MI 48304, Devote 40 hours per week to this activity all during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-11-19

Other Names

• Josh Foley