Broker Check
 
 
 

Advisors

Alabama

 
Stephen D. Iaconis

Stephen D. Iaconis, CFP®

Managing Director

Wealth Advisor

 

Quint Cook

Wealth Advisor

California

 

Donald H. Angel, CFP®

Wealth Advisor

Jimmy D. Chase

Wealth Advisor

David M. Choi

Wealth Advisor

Rory J.D. Hart, AIF®

Wealth Advisor

Mark Mitamura, AIF®, CMFC®, CRPC®

Managing Director

Wealth Advisor

 

The advisors at Level Four Wealth Management are registered representatives with LPL Financial.

Florida

T. Payton Collins, CRPC®

Managing Director

Wealth Advisor

 
Frank Martin

Frank Martin, CFP®, AIF®

Managing Director

Wealth Advisor

 

John J.  Spaeth

Wealth Advisor

James T. Stevenson, Jr.

James T. Stevenson, Jr.

Managing Director

Wealth Advisor

Georgia

Sherman Fernandes

Wealth Advisor

Illinois

Clarence Barney

Wealth Advisor

Daniel Barney

Wealth Advisor

Eric J. Bartlett

Wealth Advisor

Keith T. Bencal

Wealth Advisor

John L. Boyer

Wealth Advisor

Robert Eberlin

Wealth Advisor

Darren Fabric

Wealth Advisor

Joe Globensky, RFC®

Wealth Advisor

Joe Hall

Managing Director

Wealth Advisor

 

Robert "Bob" Lang

Wealth Advisor

Daniel Luber

Wealth Advisor

Sammy Moy

Wealth Advisor

Harlin C. Noel, APMA®

Wealth Advisor

Scott Piggush

Wealth Advisor

Steven J. Potter

Wealth Advisor

Don Sakamoto, CFP®

Wealth Advisor

Joshua Sands

Wealth Advisor

Ronald Shih

Wealth Advisor

Dana C. Sydney

Wealth Advisor

Thomas G. Tarvis, CFP®

Wealth Advisor

J. Todd VanDerVoorn

Wealth Advisor

John Wills, CFP®

Wealth Advisor

Indiana

Joshua D. Zorger, CFP®

Wealth Advisor

Kentucky

Steven A. Wheeler, CPA/PFS, CFP®

Managing Director

Wealth Advisor

 

Louisiana

Timothy K. Aubin

Wealth Advisor

Jed Blackburn

Wealth Advisor

Robert V. Brown

Wealth Advisor

Benjamin Caplan, AIF®

Wealth Advisor

Chad Castrinos, AIF®

Wealth Advisor

James Castrinos

Wealth Advisor

Lal E. Echterhoff, CFA®

Portfolio Manager

Wealth Advisor

Alden Hagardorn, AAMS®

Wealth Advisor

Kenneth J. Lemoine

Wealth Advisor

Jeff Pertuit

Wealth Advisor

P. David Soliman

Wealth Advisor

Alan Tipton, RFC®

Managing Director

Wealth Advisor

Minnesota

Mitch Griep, CFP®

Wealth Advisor

Matt Scherer, CFP®

Wealth Advisor

Gary Schmidt

Wealth Advisor

Mississippi

Nebraska

Bob Coffin

Wealth Advisor

New Jersey

Chris Kwiecinski

Wealth Advisor

North Carolina

Harrison Evans

Wealth Advisor

Wilbur S. "Billy" Hemby, CFP®

Managing Director

Wealth Advisor

Mary E. Sargent, CLU®

Wealth Advisor

Charles R. "Ray" Shimer III, CFA®

Portfolio Manager

Wealth Advisor

North Dakota

Jamie Frigstad, CFP®, ChFC®

Wealth Advisor

Nick Wiedrich, CCPS®

Wealth Advisor

Oklahoma

Craig S. Blake, CPA

Wealth Advisor

Ryan Featherston

Wealth Advisor

South Carolina

Bob Berry, CPA®, CRPC®

Wealth Advisor

John Farley

Wealth Advisor

Walter Macuda, ChFC®, CLU®

Wealth Advisor

Jerry Stafford

Wealth Advisor

South Dakota

Todd Dathe

Wealth Advisor

Jeremy Sorenson, CFP®

Wealth Advisor

Texas

David Byrnes

Wealth Advisor

Mark Dickson, CPA

Wealth Advisor

Tom Garland

Wealth Advisor

Josh Hampton

Josh Hampton

Wealth Advisor

Evan R. Hays

Wealth Advisor

Brian Krukiel

Wealth Advisor

Gary L. Lane, CPA

Wealth Advisor

Greg S. Moore, CPA

Wealth Advisor

Mark Moore, CFP®

Wealth Advisor

G. Brent Morton

G. Brent Morton, MBA

Chief Financial Officer

Wealth Advisor

 

Chad J. Perry

Wealth Advisor

Ben Pierce

Wealth Advisor

Trent Podsednik

Wealth Advisor

Adam D. Prewett, AIF®, CRPC®

Practice Manager

Wealth Advisor

 

Michael R. Romig, AIF®

Practice Manager

Wealth Advisor

 

Andrew Sharp, CFP®, CIMA®

Wealth Advisor

Matthew S. Sherman

Wealth Advisor

Karen Spence, CRPC®

Wealth Advisor

Terry Thompkins, CFP®, CLU, ADPA®

Practice Manager

Wealth Advisor

Brian Tillotson, CPWA®

Wealth Advisor

Edmon "Jake" Tomes

Chief Executive Officer

Wealth Advisor

 

Virginia

Matthew R. Barrette

Wealth Advisor

Thomas E. Davis

Wealth Advisor

Steven J. Devlin

Wealth Advisor

Jason D. Fletcher

Wealth Advisor

Jeff L. Macy, M.A.

Wealth Advisor

Rudy Najera

Wealth Advisor

Michael Sobilo

Wealth Advisor