Level 5 Financial, LLC

Level 5 Financial, LLC (CRD# 283018) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $25,487,470 in 104 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $245,072
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Level 5 Financial, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Frank J. Zawatski
CRD#: 4071660
5353 N. Union Blvd, Suite 201c, Colorado Springs, CO 80918
96
Wealthminder
score

Frank Zawatski (CRD# 4071660) is an Investment Advisor Representative working at Level 5 Financial, LLC in Colorado Springs, CO and has over 18 years of experience in the finance industry. Frank Zawatski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Luke K. Gheen
CRD#: 3004961
5030 Boardwalk Dr #200, Colorado Springs, CO 80919
93
Wealthminder
score

Luke Gheen (CRD# 3004961) is an Investment Advisor Representative working at Level 5 Financial, LLC in Colorado Springs, CO and has over 6 years of experience in the finance industry.

3
Aaron S. Fort
CRD#: 6129509
407 Wilcox St, Castle Rock, CO 80104
90
Wealthminder
score

Aaron Fort (CRD# 6129509) is an Investment Advisor Representative working at Level 5 Financial, LLC in Castle Rock, CO and has over 4 years of experience in the finance industry.

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