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Erik Martin Blankmeyer

Investment adviser representative at Level Four Advisory Services
18 yearsExperience
1 stateRegistered in
$6.5BFirm assets
20 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

18 years in the industry.

  1. Level Four Financial, LLCJul 2025 to now
  2. Level Four Advisory Services, LLCJul 2024 to now
  3. UnemployedAug 2023 to Jul 2024
  4. Smart Wealth, LLCApr 2023 to Aug 2023
  5. UnemployedNov 2022 to Apr 2023
  6. Ae Financial Services, LLCMar 2021 to Nov 2022
  7. Ae Wealth Management, LLCFeb 2021 to Nov 2022
  8. TD Ameritrade, Inc.May 2008 to Jan 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law1994

State registrations

Registered as an investment adviser representative in 1 state (TX).

Level Four Advisory Services

Legal name: Level Four Advisory Services, LLC

$6.5BAssets managed
15,720Clients
136Advisers
20 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2518231
Firm CRD
134086
Advisor's SEC record (opens in a new tab)
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