Jeffrey Schlicht is a CFP-designated registered investment advisor, based in Minnetonka, MN, with 21 years of industry experience.
Location
10900 Wayzata Blvd., Suite 830, Minnetonka, MN, 55305
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is affiliated with Summit Financial Advisors, Level Four Financial, and Level Four Advisory Services as an investment advisor. He also works as an insurance agent for Level Four Insurance Services and Advisor Net Insurance, spending about 10-20% of his time on insurance-related activities.
Employment History
Current Registrations
Level Four Financial, LLCBroker
Level Four Advisory Services
Previous Registrations
LPL Financial LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.