Kathryn Schneider, financial advisor Lincoln IL
96 score

Kathryn Schneider

CRD Number: 3131285
Current Firm: Level Four Advisory Services

Kathryn Schneider (CRD# 3131285) is an Investment Advisor Representative working at Level Four Advisory Services in Lincoln, IL and has over 19 years of experience in the finance industry. Kathryn Schneider 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.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Lincoln, IL Oct 2012 - Current 5
Level Four Advisory Services Lincoln, IL Jan 2006 - Current 12
Level Four Insuance Services, Inc. Plano, TX Mar 2002 - Current 16
Lincoln Financial Securities Corporation Lincoln, IL Jul 2008 - Oct 2012 4
Jefferson Pilot Securities Corporation Lincoln, IL Nov 2007 - Jul 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S66 NASAA Uniform Combined State Law Examination Nov 2000
Contact Info for Kathryn B. Schneider
Phone Number: 972-665-0878
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    2,211
    MILLIONS
  • Total Number of Accounts
    7,794
    ACCOUNTS
  • Average Account Value
    $283,717
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, LA, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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