Rebecca Lynn Clauer
Investment adviser representative at Level Four Advisory Services
14 yearsExperience
1 stateRegistered in
$6.5BFirm assets
20 yearsFirm in business
Are you Rebecca Lynn Clauer? Claim your profile
Contact this firm
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
14 years in the industry.
- Level Four Advisory Services, LLCSep 2024 to now
- Level Four Financial, LLCSep 2024 to now
- Principal Life Insurance CompanyApr 2024 to Sep 2024
- Principal Securities, Inc.Apr 2024 to Sep 2024
- UnemployedNov 2023 to Apr 2024
- Fidelity InvestmentsJun 2020 to Oct 2023
- Little DragonDec 2019 to May 2020
- AXA Advisors, LLCNov 2017 to May 2020
- Northwestern Mutual Investment Services LLCApr 2017 to Sep 2017
- Northwestern Mutual Life Insurance CompanyApr 2017 to Sep 2017
- TIAADec 2010 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2000
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2013
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
- 4138014
- Firm CRD
- 134086