AF
AF

Andrew Bernard Frank

18 Years of Experience
Broker
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 Activities

Andrew is the beneficiary of a farm trust, receives CRP payments as a land owner, and owns commercial office property and tillable farmland that he rents out. He also rents out a residential property short term and devotes about half his time to Level Four Advisory Services, LLC.

Employment History
Current Registrations
Level Four Financial, LLC
May 2023 - Present · 2 yrs 9 mos
Level Four Advisory Services
May 2023 - Present · 2 yrs 9 mos
Level Four Financial, LLCBroker
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Thrivent Investment Management INC.
December 2013 - May 2023 · 9 yrs 5 mos
Thrivent Investment Management INC.Broker
August 2007 - May 2023 · 15 yrs 9 mos
State Registrations6 states
AZFLMDMNTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Bernard Frank - Financial Advisor | TrueAdvisor