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Kerry Edwards

6 Years of Experience
Shakopee, MN
Broker

Kerry Edwards is a registered investment advisor, based in Shakopee, MN, with 6 years of industry experience.

Location

238 Lewis Street South, Shakopee, MN, 55379

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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

Kerry is the President of the Saint Mary's University of Minnesota Alumni Board, dedicating minimal time to this role. Kerry also devotes all of his time as a Financial Advisor and Broker Dealer Agent for Entirety Wealth Solutions.

Employment History
Current Registrations
Level Four Financial, LLC
May 2023 - Present · 3 yrs
Level Four Advisory Services
May 2023 - Present · 3 yrs
Level Four Financial, LLCBroker
May 2023 - Present · 3 yrs
Previous Registrations
Thrivent Investment Management INC.
January 2020 - May 2023 · 3 yrs 4 mos
Thrivent Investment Management INC.Broker
November 2019 - May 2023 · 3 yrs 6 mos
State Registrations1 state
MN
AdvisorBrokerBoth

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
No exam information available for this advisor.
Kerry Edwards - Financial Advisor | TrueAdvisor