Level 5 Financial, LLC

Level 5 Financial, LLC (CRD# 283018) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $57,940,800 in 278 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
102 S. Tejon Street, Suite 1100, Colorado Springs, CO 80903
https://www.youtube.com/channel/ucrpmwuiigzxtnutdjbu68fw
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $208,420
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Level 5 Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Aaron Fort, financial advisor Castle Rock CO
Aaron S. Fort
CRD#: 6129509
407 Wilcox St, Castle Rock, CO 80104

Aaron Fort (CRD# 6129509) is an Investment Advisor Representative working at Level 5 Financial, LLC in Castle Rock, CO and has over 10 years of experience in the finance industry.

2
Luke Gheen, financial advisor Colorado Springs CO
Luke K. Gheen
CRD#: 3004961
5030 Boardwalk Dr #200, Colorado Springs, CO 80919

Luke Gheen (CRD# 3004961) is an Investment Advisor Representative working at Level 5 Financial, LLC in Colorado Springs, CO and has over 12 years of experience in the finance industry.

3
Todd Smith, financial advisor Colorado Springs CO
Todd S. Smith
CRD#: 2942236
102 S. Tejon Street, Suite 1100, Colorado Springs, CO 80903

Todd Smith (CRD# 2942236) is an Investment Advisor Representative working at Level 5 Financial, LLC in Colorado Springs, CO and has over 26 years of experience in the finance industry.

4
Frank Zawatski, financial advisor Colorado Springs CO
Frank J. Zawatski
CRD#: 4071660
5353 N. Union Blvd, Suite 201c, Colorado Springs, CO 80918

Frank Zawatski (CRD# 4071660) is an Investment Advisor Representative working at Level 5 Financial, LLC in Colorado Springs, CO and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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