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Stuart Douglas Waldenmaier

Level Four Advisory Services

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About Stuart Douglas Waldenmaier

Stuart Waldenmaier is a registered investment advisor representative at Level Four Advisory Services, LLC. Stuart is located in San Antonio, Texas, where he is also the president of TLC Advisory Group LLC, which provides insurance sales and services. Stuart has been in the financial services industry since January 2009, and holds a Series 65 license. He is also a senior planning and Medicaid services provider for The Ladyman Law Office, an activity that he devotes about 8-10 hours to per month during trading hours. Stuart provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations, as well as other investment advisors.

Firm Information

Stuart Waldenmaier 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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Stuart Waldenmaier’s Registration & Firm History

TX

01/04/2023 - Present

Level Four Advisory Services (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 05/11/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stuart Douglas Waldenmaier.
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