Connor Michael Sturgess
Investment adviser representative at Level Four Advisory Services
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.5BFirm assets
Are you Connor Michael Sturgess? 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
11 years in the industry.
- Level Four Advisory Services, LLCApr 2024 to now
- Level Four Financial, LLCApr 2024 to now
- Financial Indepencence, LLCJan 2019 to now
- Raymond James Financial Services Advisors, Inc.Feb 2020 to Mar 2024
- Raymond James Financial Services, Inc.Jan 2019 to Mar 2024
- Concurrent AdvisorsJan 2019 to Mar 2023
- Fsc SecuritiesSep 2018 to Jan 2019
- Oakland UniversityAug 2016 to May 2020
- Chipotle Mexican GrillNov 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 6895109
- Firm CRD
- 134086