Alyssa Nicole Bogardus
Investment adviser representative at Level Financial Advisors, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$975.2MFirm assets
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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 fee
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 Financial Advisors, Inc.Jun 2021 to now
- Edinboro UniversityAug 2017 to May 2021
- Girard High SchoolSep 2012 to Jun 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Level Financial Advisors, Inc.
$975.2MAssets managed
728Clients
8Advisers
45 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
- 7775054
- Firm CRD
- 110641