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Kerry E

Series 63, Series 65

Shakopee, MN

Level Four Advisory Services

Kerry Edwards is a financial advisor at Level Four Advisory Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thrivent Financial and Thrivent Investment Management. Outside of his advisory role, Edwards serves as president of the Saint Mary's University of Minnesota Alumni Board and operates a lawn service business. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion for individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and sub-advisors, with a notable corporate structure that includes broker-dealer and trust/banking affiliations.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax strategies for small businesses Wealth management Founder/Business Owner Executive
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Ryan A

CFP®, Series 66

Shakopee, MN

Level Four Advisory Services

Ryan Ash is a CFP® with 20 years of industry experience. He is currently an advisor at Level Four Advisory Services, where he has worked since 2023. Prior to this, he spent 18 years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Outside of his advisory role, Ash serves as the volunteer treasurer for Admirals of Prior Lake, a nonprofit organization supporting a local baseball team. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across more than 13,000 client relationships. The firm serves a diverse client base with fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and a range of affiliated and third-party sub-advisers.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax strategies for small businesses Wealth management Founder/Business Owner Executive
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