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RIA / WealthAdvisorCertified Financial Planner29 years in industry

Michael Jerome McKersie

Advisor at LEVEL FOUR ADVISORY SERVICES

DALLAS, TX | MIDDLETON, WI

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Search this name across graphsid dfx:ria:fd114cae-e3a9-007c-b5a6-9ceabacf5489

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 16, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LEVEL FOUR ADVISORY SERVICES
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 15, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Sep 15, 1997
First registration: May 16, 2002
Dual registered: no
IAPD individual key: 2503728

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LEVEL FOUR ADVISORY SERVICES	Bd affiliated wealth	Apr 4, 2014	n/a	yes	MIDDLETON, WI\|DALLAS, TX	Current employment
MP & H FINANCIAL GROUP, LLC	n/a	Jun 17, 2010	Apr 18, 2014	no	LIBERTYVILLE, IL	Previous registration
CLIFTON GUNDERSON WEALTH ADVISORS	Former SEC adviser	Apr 19, 2005	Mar 30, 2010	no	MIDDLETON, WI\|MILWAUKEE, WI\|MADISON, WI	Previous registration
SVA WEALTH MANAGEMENT, INC.	n/a	May 16, 2002	Apr 6, 2005	no	MADISON, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MP & H FINANCIAL GROUP, LLC	LEVEL FOUR ADVISORY SERVICES	Apr 18, 2014	Apr 4, 2014	-14	Firm change	Other
CLIFTON GUNDERSON WEALTH ADVISORS	MP & H FINANCIAL GROUP, LLC	Mar 30, 2010	Jun 17, 2010	79	Firm change	Other
SVA WEALTH MANAGEMENT, INC.	CLIFTON GUNDERSON WEALTH ADVISORS	Apr 6, 2005	Apr 19, 2005	13	Firm change	Other

Relationships

Registered with (4)

→ LEVEL FOUR ADVISORY SERVICESRegistered adviserregistration: current employment
Apr 4, 2014 to presentfactForm ADV
→ MP & H FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Jun 17, 2010 to Apr 18, 2014factForm ADV
→ CLIFTON GUNDERSON WEALTH ADVISORSRegistered adviserregistration: previous registration
Apr 19, 2005 to Mar 30, 2010factForm ADV
→ SVA WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
May 16, 2002 to Apr 6, 2005factForm ADV

Dated events

No dated event names this entity yet.