Jeff Schlicht, Cfp® Email & Phone Number

Minnetonka, Minnesota

Securities offered through Level Four Financial, LLC Member FINRA/SIPC. Advisory services offered through Level Four Advisory Services, LLC, an SEC-registered investment adviser. Insurance services offered through Level Four Insurance Agency, LLC. Summit Financial Advisors, Level Four Financial, LLC, Level Four Advisory Services, LLC, and Level Four Insurance Agency, LLC are independent entities. Accounts carried by Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC. · "For a list of states in which I am/we are registered to do business, please visit summitfinancialadvisorsmn.com"

Golden Valley, Minnesota

Emphasis on Estate, Retirement Distribution, Tax and Investment strategies.

Bloomington, Minnesota

As a partner of this fee based planning practice, I co-shared overseeing all aspects of the growth and operations of this 3 office-35 person team.