Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Michael Schlicht is a financial advisor who has been in the industry since 2004. Jeffrey is currently registered with Level Four Advisory Services and has also worked with LPL FINANCIAL LLC and THRIVENT INVESTMENT MANAGEMENT INC. Jeffrey holds the Series 7, Series 66, and SIE licenses and is also a Certified Financial Planner. He is registered to provide investment advisory services in several states, including Minnesota, Pennsylvania, and South Dakota. Jeffrey specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees - portion of assets managed by other advisors
1
2
MN
01/29/2014 - Present
Level Four Advisory Services (MINNETONKA MN)
MN
01/24/2014 - 08/19/2021
LPL FINANCIAL LLC (MINNETONKA MN)
MN
07/09/2004 - 01/27/2014
THRIVENT INVESTMENT MANAGEMENT INC. (GOLDEN VALLEY MN)
BOTH
Issued 07/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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