Terry Thompkins

About Terry Thompkins

I lead a team of specialists who are paid for our time and expertise rather than selling…

Experience

1. Director of Financial Planning

   Level Four Group

   Dec 2016 — Present · Dallas, TX, US

   As Director of Financial Planning, I developed and continue to refine the policies and procedures to create the Level Four® Planning Process and coach Managing Directors, Level Four Advisors, and Independent Advisors. I lead my planning team to create written financial plans for clients, other advisors and CPA\'s. I also serve on the Advanced Planning Team to provide expertise on complex plans, systems integration and training for the Level Four® team. Additionally, I serve a select group of clients as their Wealth Advisor. My team is changing the way financial advice is delivered to clients.Securities offered through Level Four Financial, LLC Member FINRA/SIPC. Advisory services offered through Level Four Advisory Services, LLC, an SEC registered investment advisor. Level Four Financial, Level Four Advisory Services, LLC are independent but related entities.

Education

• The American College of Financial Services

  CLU, Insurance and Annuities

  2008 — 2009

• Southern Methodist University

  BFA, Theater

  1989 — 1993

• College of Financial Planning

  ADPA(sm), Accredited Domestic Partnership Advisor certification

  2010 — 2011

• College of Financial Planning

  CFP®, Financial Planning Certification

  2004 — 2005

Skills

• Retirement
• Portfolio Analysis
• Estate Planning
• High Net Worth Individuals
• Finance
• Investment Strategies
• 401(K) Retirement Savings Plans
• Estate Planning Strategies
• Securities
• Investments
• Financial Advisory
• Wealth Management Services
• Financial Services
• Portfolio Construction
• Wealth Planning
• Iras
• 401k
• Insurance
• Life Insurance
• Fixed Annuities
• Asset Allocation
• Small Business
• Portfolio Management
• Wealth Strategies
• Retirement Planning
• Strategic Planning