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Wealth Services

Level One Wealth, a division of Level One Bank, is a local, full-service wealth management firm offering comprehensive investment and advisory services through Investment Centers of America (ICA), member FINRA, SIPC.  Our financial representatives are registered investment professionals who are skilled in investment and planning strategies for clients of all life stages. 

Our approach to financial planning is holistic.  We look comprehensively at your entire financial landscape to help ensure all of your dollars are working in support of your goals.  Financial planning is a continuous, life-long process that requires the knowledge and personal attention of a qualified professional.  No matter what your current situation, our financial representatives can help.

We are passionate about helping our clients make smart decisions with their money.  Our financial representatives can provide the education and understanding you need to make appropriate decisions regarding your financial future.  Explore our website to learn more or call us at 844-812-3200.

 

 

Required Disclosure:

Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with Level One Bank or Level One Wealth. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are not insured by the FDIC or any other Federal Government agency not a deposit or other obligation of, or guaranteed by any bank or their affiliates subject to risks including the possible loss of principal amount invested. ICA does not provide tax or legal advice.

ICA Privacy Policy

Important Consumer Information

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

  • Representatives of a Registered Broker-Dealer (BD) or Registered Investment Advisor (IA) may only conduct business in a state if the representatives and the VD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transaction in securities; or (b) rendering personalized investment advice for compensation.

We are registered to offer securities in the following states: Michigan, Illinois, Indiana and Florida.

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