Michael Jerome Mckersie

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

• 03/2014 → Present
  Lpl Financial Llc
  Middletown, WI
• 04/2014 → Present
  Level Four Advisory Services
  Middleton, WI

Previous Registrations

• 2010-06-17 → 2014-04-18
  Mp & H Financial Group, Llc
  Libertyville, IL
• 2005-04-19 → 2010-03-30
  Clifton Gunderson Wealth Advisors
  Middleton, WI
  Milwaukee, WI
  Madison, WI
• 2002-05-16 → 2005-04-06
  Sva Wealth Management, Inc.
  Madison, WI

Other Businesses

1. 07/06/2014: ANN ARBOR ANNUITY EXCHANGE - INV REL - 9 GREYSTONE CIRCLE, MIDDLETON, WI 53562 - NON-VARIABLE INSURANCE - 3% OF TIME SPENT - PROVIDE NON-VARIABLE ANNUITY OPTIONS TO CLIENTS 2. 5/28/20104: MJM WEALTH MANAGEMENT, LLC, OWNER, BUSINESS USED TO PAY BUSINESS EXPENSES, DEVOTE 1 HOUR PER MONTH TO THIS ENTITY WITH 0 HOURS DURING SECURITIES TRADING HOURS, LOCATED IN MIDDLETON, WI, INVESTMENT RELATED,

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-06-29
• S65 Uniform Investment Adviser Law Examination
  1997-09-15

Designations

• Certified Financial Planner