Advisor at Level Four Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Level Four Advisory Services
Location
Oklahoma City, OK 73108
Credentials
Series 63, Series 66
Industry experience
20 years
Fixed fees for financial planning services (one-time or split payments).
$0+: Up to 2.50% annually (negotiable, maximum generally 2.50%) $0+: Participant Asset Management Program: up to 1.25% annually (negotiable) $10,000+: ICA Platform Program: up to 2.5% annually (negotiable, may be tiered or flat) $5,000 - $25,000: Mutual Fund/ETF Managed Accounts: up to 2.25% annually $25,000+: Russell Model Strategies Program: up to 2.25% annually $300,000 - $2,000,000: Freedom UMA Account: up to 2.6% annually
Financial planning services hourly fees generally up to $300 per hour (negotiable).
Annual consulting services available for a negotiated retainer fee paid monthly or quarterly.
Account minimum: $5,000 Fee-only: Fee-only investment advisory services; no commissions for advisory services.
Level Four Financial, LLC
2021 - Present (5 years)
Level Four Advisor Services LLC
2013 - Present (13 years)
Lpl Financial LLC
2013 - 2021 (8 years)
Blake & Blake CPAs PC
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®
Oklahoma City, OK
Arrow Investment Management LLC
Jesse is a family financial planner and founder of Arrow Investment Management. He helps everyday Americans reach their financial and lifestyle goals, and is passionate about helping others achieve financial freedom. Prior to starting Arrow Investment Management, he spent eight years in higher education as a university professor, and has a strong background as a researcher, teacher, and mentor. He develops and helps implement customized investment, estate, and financial solutions for all the families he works with. As a fiduciary, he takes his ethical obligations to work in the best interest of his clients very seriously. The Arrow process: 1.) Initial consultation 2.) Gather data 3.) Analyze and recommend 4.) Implement the plan 5.) Monitor and update the plan Jesse lives in Oklahoma City with his wife, where they enjoy hiking the national parks, golf, and spending time outdoors. Jesse received his Ph.D from the University of Oklahoma in 2012, his M.S. from the University at Buffalo in 2008, and a B.A. from Binghamton University in 2005. He is a CFP® professional and also a lecturer at the University of Virginia in the Certified Financial Planning Certificate program. Jesse is the author of Money Milestones: A twelve-month personal finance journey, and over ten professional technical papers. He writes monthly personal finance articles at "Arrow Investment Education".
Series 66
Yukon, OK
Edward Jones
Series 66
Midwest City, OK
Edward Jones
CFP®, Series 66
Oklahoma City, OK
Edward Jones
Series 66
Oklahoma City, OK
Fidelity
François-Xavier Chenhalls-Walker is a Financial Consultant currently working at Fidelity Investments since 2023. He previously served as a Financial Advisor at Merrill Lynch from 2018 to 2023. In his role, he focuses on developing personalized financial plans tailored to the unique goals and needs of each client. François-Xavier emphasizes understanding clients' financial situations, goals, and risk tolerance to provide appropriate guidance. His professional experience spans several years in financial advisory roles where he has supported clients in managing their financial journeys. Outside of his professional work, François-Xavier engages in hiking, photography, and skiing.
Series 66
Moore, OK
Edward Jones
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