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Christopher Blake Magnuson

Investment adviser representative at Level Four Advisory Services
19 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

19 years in the industry.

  1. Level Four Advisory ServicesApr 2023 to now
  2. Level Four Financial, LLCOct 2019 to now
  3. Magnuson Financial, Inc.Oct 2019 to now
  4. TervisOct 2007 to Nov 2019

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

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

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
7203486
Firm CRD
134086
Advisor's SEC record (opens in a new tab)
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