Ryan Ash is a CFP-designated registered investment advisor at Level Four Advisory Services, based in Shakopee, MN, with 20 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 14,510 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Level Four Advisory Services offers several investment management programs:
- Managed Assets Program: Fees are negotiable, with a maximum of 2.50% annually, based on the value of your investments.
- Participant Asset Management Program: Designed for retirement plan participants, fees are negotiable up to 1.25% annually.
- ICA Platform Program: Through Raymond James, fees are negotiable up to 2.5% annually. Sub-advisory services from Level Four Capital Management may be used.
Fees are calculated and billed monthly in advance.
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
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