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Brian Joseph Gongwer

LEVEL FOUR ADVISORY SERVICES, LLC·PLANO, Texas
Unclaimed Profile
5601 GRANITE PARKWAY, PLANO, TX 75024CRD# 3230070Firm CRD# 134086
01

About

Brian Joseph Gongwer is a registered financial advisor based in PLANO, Texas, affiliated with LEVEL FOUR ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LEVEL FOUR ADVISORY SERVICES, LLC
LEVEL FOUR ADVISORY SERVICES
AUM
$4.3B
Regulatory assets under management
Employees
148
Total firm employees
View all advisors at LEVEL FOUR ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES - PORTION OF ASSETS MANAGED BY OTHER ADVISORS
Regulatory
SEC/IARD CRD# 3230070
Firm CRD# 134086
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Joseph Gongwer offer?
Brian Joseph Gongwer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLANO, Texas for a consultation.
What are Brian Joseph Gongwer's credentials?
Brian Joseph Gongwer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Joseph Gongwer located?
Brian Joseph Gongwer is based in PLANO, Texas, working with LEVEL FOUR ADVISORY SERVICES, LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.
How does Brian Joseph Gongwer charge for services?
Brian Joseph Gongwer's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees - portion of assets managed by other advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEVEL FOUR ADVISORY SERVICES, LLC?
LEVEL FOUR ADVISORY SERVICES, LLC has approximately 148 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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