Level Four Wealth Management

01/01/2024

As we bid farewell to 2023, let's embrace the promise of a new beginning. 🎉 May the coming year bring you joy, success, and countless opportunities. Thank you for being part of our journey. Here's to new adventures and fresh possibilities! Happy New Year! 🌟🥂

12/25/2023

🎄 Wishing you a season filled with warmth, joy, and the company of loved ones. May the magic of the holidays bring peace to your heart and inspiration for the coming year. Thank you for being a part of our journey. Happy holidays! 🌟🎁 "

12/06/2023

FOFA 2023 was AWESOME!
Check out our Day 2 recap below! It included some great breakout sessions and ended with our vendor fair! We closed Day 3 with Compliance, Financial Planning updates, and an Executive round table!

Thanks to our hotel and event staff, sponsors, guest speakers, the AV team, everyone who helped, and our fantastic Ops and Leadership teams for making this year's FOFA great!

12/05/2023

Day 1 of FOFA 2023 is in the books!
What a great day to see old friends, meet new ones, and understand how Level Four is growing and changing the future of financial advice. Big shout out to Chris Jeppesen, our keynote speaker for a great message with practical takeaways!

09/07/2023

We're thrilled to announce that Level Four Capital Management has teamed up with SS&C ALPS Advisors to bring you the Level Four Large Cap Growth Active ETF (Ticker: LGRO)

What sets LGRO apart? Under normal circumstances, 80% of its net assets will be in the hands of large-cap companies that meet LGRO's criteria - high return on capital, impeccable financial reporting, a stellar management team, and a commanding product, service, or market position.

Edmon "Jake" Tomes, CEO of Level Four Capital Management, explains it best: "We think like business owners, not renters. We're all about the long-term, portfolio-oriented approach, and our high-conviction investment process gives us the patience and insight to spot opportunities for our investors."

To celebrate the launch of LGRO, we had the privilege of ringing the opening bell at the NASDAQ on September 6th, 2023. You can watch the event at the link below: https://livestream.com/accounts/888332/events/10947704.

&C

Watch Nasdaq's SS&C Level Four ETF Rings the Nasdaq Opening Bell on Livestream.com.

09/05/2023

Please join us in Welcoming Trey Wilburn!
Trey is our newest Business Unit Leader and Capital Management Specialist in the Sadieville, Kentucky, area! We're thrilled to have Trey Wilburn on board!
If you are in the Sadieville, Kentucky, area and have financial service questions or needs please reach out to Trey:
Phone: 972-472-6305 | Email: [email protected].

08/28/2023

Please join us in welcoming Scott Daniels!
Scott is our newest Business Unit Leader and Executive Benefits Specialist in the Clearwater and Tampa, Florida area! We're thrilled to have Scott Daniels on board!
If you are in the Tampa or Clearwater, Florida area and have financial service questions or needs, please reach out to Scott:
Phone: 813-373-3956 | Email: [email protected].

07/17/2023

Exciting Announcement!
Please join us in giving a warm Facebook welcome to Frances Bidwell, our newest local team member! We're thrilled to have Frances on board as our Capital Management Specialist, joining us in our Albuquerque, New Mexico location.