Louis Charles Bruno

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

• 01/2005 → Present
  Grosse Pointe Investor Services
  Grosse Pointe Woods, MI
• 07/2009 → Present
  Level Four Financial, Llc
  Dallas, TX
• 12/2021 → Present
  Level Four Advisory Services
  Dallas, TX

Previous Registrations

• 2007-08-14 → 2007-12-31
  Raymond James Financial Services, Inc.
  Grosse Pointe Woods, MI

Other Businesses

1. GROSSE POINTE INVESTOR SERVICES, LLC. NON INVESTMENT RELATED. 15224 Kercheval Ste 300 Grosse Pointe Park, MI 48236, PASS THROUGH COMPANY, PRESIDENT, 11/95 START DATE, 1 BUSINESS HOUR PER MONTH, 0 HOURS DURING TRADING DAY, WRITE CHECKS TO PAY OVERHEAD. SL 8/09 2. INSURANCE AGENT, START DATE 12/2010, LESS THAN ONE HOUR PER MONTH, 0 DURING SECURITIES TRADING HOURS, SALES WHEN APPROPRIATE TO A CLIENT. 12/2010 3. BRUNO Investment MANAGEMENT 15224 Kercheval Ste 300 Grosse Pointe Park MI, INVESTMENT RELATED, DBA FOR BUSINESS ENTITY, OWNER OF DBA NAME, 1/1/2012, ALL HOURS DBA FOR BUSINESS IDENTITY AND MARKETING

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-30
• S63 Uniform Securities Agent State Law Examination
  1992-01-30

Other Names

• Louie Bruno