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MJ

Michael Jerome McKersie

Investment Adviser Representative at LEVEL FOUR ADVISORY SERVICES

Middleton, WICRD #2503728Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Wisconsin
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 6/29/2005
Series 65
Uniform Investment Adviser Law Examination
Passed 9/15/1997
Series 7
General Securities Representative Examination
Passed 7/1/1996
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/15/1994

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $40,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Level FOUR Advisory Services Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LEVEL FOUR ADVISORY SERVICESCurrent
4/4/2014Middleton, WI
MP & H FINANCIAL GROUP, LLC
6/17/20104/18/2014Libertyville, IL
CLIFTON GUNDERSON WEALTH MANAGEMENT
4/19/20053/30/2010Middleton, WI
SVA PLANNERS INC
5/16/20024/6/2005Madison, WI

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Jerome McKersie has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.