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.
Location
Belle Plaine, IA
Credentials
Series 63, Series 66
Industry experience
25 years
Jennifer Eggleston is a financial advisor with Level Four Advisory Services and holds Series 63 and Series 66 designations. She has 25 years of industry experience, including roles at LPL Financial and RBC Capital Markets Corporation. Outside of her advisory work, she serves as Vice President of the Board for the Tama County Humane Society, an animal shelter in Tama, Iowa. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios developed internally or through sub-advisers.
Based on Level Four Advisory Services
Based on Level Four Advisory Services
Financial planning services offered for fixed fees (one-time or split payments); Annual consulting services offered for negotiated fixed fees.
$0 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $20,000,000: 0.75% $20,000,000 - $50,000,000: 0.60% $50,000+: 0.50%
Certain registered representatives earn commissions on securities and insurance products sold through affiliated broker-dealer; commissions are separate from advisory fees.
Financial planning services hourly fees generally not to exceed $300 per hour.
Annual consulting services offered for negotiated fixed fees payable monthly or quarterly.
Account minimum: $40,000 Fee-only: Financial planning services charged hourly up to $300/hour; fixed fees also available; asset management fees negotiable up to 2.50% annually; retirement plan services charged fixed or percentage fees up to 2.50% annually; donor advised funds fees up to 1.0%; sub-advisory fees included in total advisory fees.
Belle Plaine, IA
Iowa · Louisiana · Texas
Level Four Advisory Services, LLC
2025 - Present (1 year)
Level Four Financial, Llc
2025 - Present (1 year)
LPL Financial
2021 - 2025 (4 years)
Rbc Capital Markets Corporation
2008 - 2021 (13 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.
Series 66
Blairstown, IA
Thrivent Investment Management
Daniel Newton is a Series 66-licensed financial advisor at Thrivent Investment Management with 17 years of industry experience. He has been with Thrivent since 2008. Outside of his advisory role, Newton serves as a trustee for the Vinton Lutheran Home, providing oversight on budgeting and facility maintenance. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and planning without discretionary trading authority, focusing on personalized recommendations across various planning topics.
CFP®, Series 63
Van Horne, IA
Cambridge Investment Research Advisors
Todd Rausch is a CFP® professional with 20 years of experience in financial advising. He is currently with Cambridge Investment Research Advisors and has prior experience at Voya Financial Advisors and his own firm, Rausch Financial Services. He serves on the Planned Giving Committee at Kirkwood Community College. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.
Series 63, Series 65
Belle Plaine, IA
OSAIC
Gregory Johnson is a financial advisor with OSAIC Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Inc. and Signator Investors, Inc. He is also involved in private business ventures, including serving as president of Triple J Insurance and owner of a financial advisor coaching business, Vantagus Coaching. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional accounts. The firm offers a range of services such as investment management, financial planning, and retirement consulting, delivering advice primarily through its Vision2020 Wealth Management Platform with various portfolio solutions and specialized investment strategies.
Series 63, Series 65
Van Horne, IA
LPL Financial
Patrick Gorkow Sr. is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including prior roles at Securities America Advisors and Securities America Inc. Outside of his advisory work, he serves as the Mayor of Van Horne, Iowa, and is involved in tax preparation and accounting. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
