Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Ryan Edwards is a financial advisor who is registered with the state of Minnesota and Wisconsin. Kerry is currently employed at Level Four Advisory Services, a firm with approximately 4.33 billion dollars in regulatory assets under management. Kerry specializes in providing financial planning and investment advice to individuals, families, and businesses. Kerry has experience in managing a variety of investment products, including stocks, bonds, mutual funds, and exchange-traded funds. Prior to joining Level Four Advisory Services, Kerry worked at Thrivent Investment Management Inc. Kerry is a dedicated financial advisor who is committed to helping clients achieve their financial goals.
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
TX
05/02/2023 - Present
Level Four Advisory Services (DALLAS TX)
MN
11/06/2019 - 05/03/2023
THRIVENT INVESTMENT MANAGEMENT INC. (PRIOR LAKE MN)
IA
Issued 01/23/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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