Level Four Financial is pleased to announce that William "Bill" Kumm, IV, along with his esteemed team at Financial Independence, will be joining us as an independent team effective April 1st, 2024. The Financial Independence team, based in Bloomfield Hills, Michigan, brings a wealth of experience and expertise in financial management and advisory services.
Formerly clearing directly through Raymond James, the Financial Independence team's decision to join Level Four Financial marks an exciting new chapter for both parties. With this move, Level Four Financial continues to expand its reach and enhance its offerings in the financial services industry.
"We are thrilled to welcome Bill Kumm and the Financial Independence team to Level Four Financial," said Jake Tomes, CEO of Level Four Group, LLC, which is the parent company of Level Four Financial LLC., member FINRA & SIPC, Level Four Advisory Services, LLC an SEC registered investment advisor, and Level Four Insurance Agency, LLC a national insurance marketing organization (collectively, “Level Four”). "Their dedication to client success and comprehensive wealth management aligns perfectly with our values, and we are confident that their expertise will further strengthen our capabilities."
The Financial Independence team currently oversees an impressive $565,000,000 in Assets, demonstrating their scale and commitment to client excellence, education, and a vast product offering that includes advisory, brokerage, insurance, and annuity products.
"We are excited to join forces with Level Four and become part of a dynamic and forward-thinking organization," said William "Bill" Kumm, IV. "This transition represents a significant opportunity for us to continue providing exceptional service to our clients while leveraging the resources and support of Level Four."
Clients of Financial Independence can expect a seamless transition as the team integrates into the Level Four Group of companies, including an independent wealth platform primarily utilizing Raymond James & Associates for clearing and custody services. Both parties are committed to ensuring a smooth and uninterrupted service experience for all clients.
About Level Four:
Level Four is a leading financial services firm dedicated to helping individuals, families, and businesses achieve their financial goals. With a focus on personalized strategies and comprehensive solutions, Level Four provides investment management, financial planning, retirement planning, and more.
About Financial Independence:
Financial Independence is dedicated to lifelong learning and believes informed and confident clients make better decisions for their families and businesses. The firm offers workshops, boot camps, independent research, video tutorials, and coaching to aid in client education, on top of their other financial service offerings.