Through Level Four Wealth Management and LPL Financial, we offer access to a full compliment of investment alternatives. Our services, while diverse, are driven by the wealth management needs of our clients. Investors face highly complex retirement, tax, and income issues in short, mid, and long term planning. Our experienced, hands-on, value added guidance will provide solutions to these complicated financial issues.
Our service includes:
© 2014, Blake Financial, Inc. All rights reserved. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. Investment advice offered through Level Four Advisory Services, LLC, a registered investment advisor. Level Four Advisory Services, LLC and Blake Financial are separate entities from LPL Financial. The LPL Financial registered representative associated with this website may only discuss and/or transact business with residents of the following states: Colorado, Oklahoma, and Texas.