Broker Check

Strategic Alliances

Level Four® Wealth Management has aligned with LPL Financial as its broker-dealer in order to maximize the value we can bring to our clients. As the nation’s largest independent broker-dealer*, LPL Financial provides the flexibility, utility, and credibility that we feel our clients deserve. With industry-leading tools and no allegiance to any particular product, this partnership allows our advisors to be completely objective in the investment vehicles they recommend while also enhancing their ability to keep their clients informed and engaged in their finances.

About LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker-dealer in the nation*.  For more than two decades, LPL Financial has served as a strategic partner in supporting financial advisors in their goals of growing and protecting their clients’ wealth.  LPL Financial maintains a focus on reducing the complexity of running a financial services practice so advisors can focus on what they do best—helping their clients conquer their financial goals and fulfill their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a valuable mix of services and tools such as:

  • Enabling technology
  • Comprehensive clearing and compliance services
  • Practice management programs and training
  • Independent research

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs.  For more information about LPL Financial, visit

* As reported in Financial Planning magazine 1996-2019, based on total revenues.