Lincoln, IL — April 6, 2018 – Joseph Globensky and Bridget Schneider, independent LPL Financial advisors at Level Four Wealth Management in Lincoln, today announced their inclusion in LPL’s Freedom Club. LPL awards select advisors, out of more than 15,000 LPL-affiliated advisors nationwide, with this distinction based on an advisor’s business success.

“On behalf of LPL, I congratulate Joe and Bridget,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “Joe and Bridget have demonstrated tremendous value to their clients with the service they provide to help them pursue their financial goals. We thank Joe and Bridget for the contributions they make to their clients, their commitment to offering their clients independent financial advice and their ongoing relationship with support of LPL. We wish them continued success.”

Level Four Wealth Management has been providing financial services to clients across the United States for 13 years. Level Four Wealth Management provides a full range of financial services, including personal financial planning, wealth management, and risk management services.

 

About LPL Financial

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
LPL.com / NASDAQ: LPLA

*Based on total revenues, Financial Planning magazine June 1996-2017

Securities offered through LPL Financial. Member FINRA & SIPC. Investment advice offered through Level Four Advisory Services, LLC, a registered investment adviser. Level Four Advisory Services, LLC and Level Four Wealth Management are separate entities from LPL Financial.

Contact

Office: 217.605.8130
Fax: 217.666.4188

604 N Union St Ste 1
Lincoln, IL 62656

Email Us

eNews

Sign up to receive the latest news, tips, outlooks and more:

Where are you located?

We are located in Central Illinois in the town of Lincoln. We also have an office in Plano, Texas. We work with a national clientele and will be happy to serve you.

Can I learn more about your services?

Sure. We advise clients on investment management, retirement planning, and other financial matters to help manage what they have. Because, many people save and invest, but they aren’t really sure they’ll have enough assets to be comfortable and do what they want in retirement or later stages of life. We show them whether they are on target or not. We can help you, too.

Would you like a no-cost, initial conversation to learn if you’re on track?

Yes, Thanks.