Press Releases
February 5, 2021
Building the team: Alan Leffingwell joins Level Four Financial in Atlanta, GA
Press Release
June 15, 2020
Level Four Advisory Services Ranked #12 in Accounting Today’s Top Firms by Assets Under Management
Press Release Full Article
April 7, 2020
Opus Wealth Management Group with $350 Million in Assets Under Management Joins Level Four Advisory
Press Release
February 24, 2020
Level Four Wealth Management names new wealth advisor, Brad Wheeler
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December 11, 2019
Level Four® Sports & Entertainment (LFSE) adds Wealth Advisor Proctor with focus on MLB
Press Release
June 28, 2019
Level Four Advisory Services named to 2019 Financial Times 300 Top Registered Investment Advisers
Press Release Full Article
June 6, 2019
Level Four® Sports & Entertainment Taps Wealth Advisor Josh Hampton CFP®, an NFLPA Registered Player Financial Advisor
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May 21, 2019
Austin Murphy joins Level Four® Sports & Entertainment as Wealth Advisor
Press Release
May, 15, 2019
Level Four® Sports & Entertainment Welcomes Jeffrey A. Glusman
Press Release
May 7, 2019
Family office services that are changing the way financial advice is delivered to athletes and entertainers.
Press Release
September 4, 2018
HLG Wealth Management joins Level Four Advisory Services in Houston, TX
Press Release
June 28, 2018
Level Four Advisory Services named to 2018 Financial Times 300 Top Registered Investment Advisers
Press Release Full Article
June 15, 2018
Level Four Advisory Services named #9 on Accounting Today’s list of CPA wealth management practices with over $1B in AUM
Full Article
April 4, 2017
Level Four Wealth Management Named to 2017 PlanAdviser Top 100 Retirement Plan Advisers
Press Release
May 16, 2016
HLG and Level Four Wealth Management Welcome Financial Advisor Andrew Sharp
Press Release
February 15, 2016
Sixteen Financial Advisors with Level Four Wealth Management Recognized by LPL Financial
Press Release
February 15, 2016
Eleven Financial Advisors with Level Four Wealth Management Recognized by LPL Financial
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March 7, 2014
Amy Bouchie Joins Level Four Group in Evansville, IN Branch Office with Focus on Independent Women
Press Release
February 5, 2014
Bob Berry expands Level Four's Presence with new Lexington, SC Branch Office
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January 27, 2014
Level Four Group Welcomes Four Advisors from Summit Financial Advisors to its new Minnetonka, MN Office
Press Release
January 17, 2014
Lon LeBlanc joins John Martfeld in Level Four Group's Bentonville, AR Branch Office
Press Release
January 7, 2014
Level Four Group Welcomes Nine Advisors from Firetree Financial to its new Naperville, IL Office
Level Four Group
December 19, 2013
Level Four Group Welcomes Keith Bencal to its Franklin Park, IL Office
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December 16, 2013
Level Four Group Welcomes William Najjar to its Chicago, IL Office
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December 16, 2013
Level Four Group Welcomes Daniel Luber & Matthew Ambuehl to its Chicago, IL Office
November 23, 2013
Level Four Group Welcomes Louis Najjar to its Chicago, IL Office
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November 20, 2013
Level Four Group Welcomes Andrew Keppy to its Naperville, IL Office
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September 27, 2013
Level Four Group Welcomes Joel Gilhang to its Dallas Office
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September 11, 2013
Level Four Group Welcomes Joshua Sands to its Evanston, IN Office
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August 22, 2013
Level Four Group Welcomes Mike Romig to its Home Office
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July 19, 2013
Level Four Group Welcomes John Boyer to its Chicago, IL Branch
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July 1, 2013
Level Four Group Welcomes Brent Morton to its Home Office
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May 6, 2013
Level Four Group Welcomes Craig Blake & Jason Hill
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May 1, 2013
Level Four Group Welcomes Sharon Baca
Press Release
March 8, 2013
Level Four Group Welcomes John Martfeld
Press Release
December 21, 2012
Level Four Group Welcomes New Advisor Randall Blinn
Press Release
November 13, 2012
Level Four Group Joins LPL Financial
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