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Bradley Allen Wheeler

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
145 advisors
Number of Clients
14,510 clients
Average Client Portfolio
$367K average
Assets Under Management
$5.3B

Fee Structure

Minimum Investment:$40K
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Location

12400 Coit Road, Suite 700, Dallas, TX, 75251

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bradley is an IAR/Financial Advisor at Level Four Advisory Services LLC, dedicating about 10-20% of his time, and an agent at Level Four Insurance Agency, spending about a third of his time there. He also serves as a pastor, manages a farm, and volunteers for several non-profit organizations.

Employment History
Current Registrations
Level Four Financial, LLCBroker
January 2021 - Present · 5 yrs 1 mo
Level Four Advisory Services
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
September 2019 - December 2020 · 1 yr 3 mos
State Registrations23 states
ALARCADCFLGAILINKYMDMIMNMOMSNMNVOHORSCTNTXWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.