Scott
Keiber

Level Four Advisory Services

CRD#2631042
Investment Advisor
in Clermont, FL

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About this Advisor

Scott Keiber is a financial advisor based in Clermont, Florida, working with Level Four Advisory Services. Scott has previously held positions at Clermont Medical, LLC, Keiber Retirement Solutions, Live Answer Receptionist, LLC, Insurance-Non Variable, Clermont Professional Executive Offices, Level Four Financial, LLC, and Level Four Advisory Services. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Scott is part of Level Four Advisory Services, which operates out of Clermont, Florida. The firm has 70 offices and 148 employees. The firm manages assets totaling $4.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Level Four Advisory Services includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1230 Oakley Seaver Drive Suite 101
Clermont, FL 34711

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Level Four Advisory Services Brokerage Details

Total Assets Under Management

$4,329,749,207

FL Average: $3,042,739,679
Total Number of Employees

148

FL Average: 49
Total Number of Accounts

11,667

FL Average: 2,315
Average Account Size

$371,111

FL Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Scott Keiber Work History

2021 - Present (3 years)

Level Four Advisory Services

2012 - Present (12 years)

Level Four Financial, LLC

2011 - Present (13 years)

Insurance-Non Variable

2010 - Present (14 years)

Live Answer Receptionist, LLC

2010 - Present (14 years)

Clermont Professional Executive Offices

2006 - Present (18 years)

Keiber Retirement Solutions

2006 - 2014 (8 years)

Clermont Medical, LLC

Disclosures

Please visit the SEC profile of Scott Keiber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Level Four Advisory Services

Gary Schmidt
Hopkins, MN
Amanda Mitchum
Nacogdoches, TX
Stacey Lavender
Dallas, TX
Rafael Sosa Matos
Dallas, TX
Matthew Scherer
Hopkins, MN
Jeffrey Schlicht
Hopkins, MN
Jeremiah Clarke
Milton, GA
Michael Mckersie
Middleton, WI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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