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Bradley Allen Wheeler

Level Four Advisory Services

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About Bradley Allen Wheeler

Bradley Wheeler is a financial advisor who has been in the industry since September 18, 2019. Bradley is currently registered with Level Four Advisory Services and has previously been registered with LPL Financial LLC. Bradley is registered in 24 states and has passed the Series 66, Series 7TO, and SIE exams. Bradley Wheeler has a strong focus on providing financial planning and portfolio management services to individuals, businesses, pension plans, and charitable organizations. Bradley also holds several board positions within the community.

Firm Information

Bradley Wheeler is currently registered with Level Four Advisory Services. Level Four Advisory Services is a registered investment advisor headquartered in Dallas, Texas. The firm provides financial planning, portfolio management, pension consulting, and educational seminars to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm has approximately $4.33 billion in assets under management.
Level Four Advisory Services

12400 COIT ROAD

DALLAS, TX 75251

$4.33B

Assets Under Management

98

Total Clients

135

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees - portion of assets managed by other advisors

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Bradley Wheeler’s Registration & Firm History

TX

01/09/2020 - Present

Level Four Advisory Services (DALLAS TX)

KY

09/19/2019 - 12/31/2020

LPL FINANCIAL LLC (BOWLING GREEN KY)

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Licenses & Designations

BOTH

Issued 11/26/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/19/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/10/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley Allen Wheeler.
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