Level Paths LLC

Level Paths LLC (CRD# 148525) is a financial advisory firm headquartered in Rolla, MO. They manage $33,709,020 in 331 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $101,840
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

FL, MO, TX

Financial Advisors at Level Paths LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark T. Riefer
CRD#: 2074727
619 Pine Street, Suite B, Rolla, MO 65401
93
Wealthminder
score

Mark Riefer (CRD# 2074727) is an Investment Advisor Representative working at Level Paths LLC in Rolla, MO and has over 26 years of experience in the finance industry.

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