Ryan Ash is a CFP-designated registered investment advisor at Level Four Advisory Services, based in Shakopee, MN, with 21 years of industry experience. Ryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 8 more. Their firm serves 15,720 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum fee is generally 2.50% across programs, but varies by specific program and strategy. Fees are negotiable.
Fee Estimator
Location
238 Lewis Street South, Shakopee, MN, 55379
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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 Activities
Ryan is involved with 16151 Main Avenue LLC, which owns the office building where his firm is located and leases space to other businesses, dedicating minimal time to this. Ryan also works as an Investment Advisor Representative for Level Four Advisory Services, LLC, dedicating about half to nearly full-time hours to this role under the dba name Entirety Wealth.
Employment History
Current Registrations
Level Four Financial, LLC
Level Four Advisory Services
Level Four Financial, LLCBroker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations10 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.
Exams
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