Level Four Financial - Chad Choate, III, AAMS CEPA

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Level Four Financial - Chad Choate, III, AAMS CEPA Level Four Financial: Changing the future of financial advice.

We function as a high performing team made up of subject matter experts in investments, planning, and insurance solutions 5th Generation Manatee County resident
Graduate of Manatee High School, State College of Florida, and University of South Florida
Husband to Ashley and Father to Wesley and Camryn
Community Servant (Manatee County School Board member, Bradenton Kiwanis member, Manatee Chamber of Commerce member)
Accredited Asset Management Specialist
Certified Exit Planning Advisor

Happy Constitution Day!
09/18/2026

Happy Constitution Day!

09/10/2026
08/25/2026
08/14/2026

We still have some spots available for the 1800 tournament Saturday 8/22, 8:00 am Shotgun start. Call the course to sign up 941 792 3288.

Great way to spend a Saturday morning!
07/21/2026

Great way to spend a Saturday morning!

Happy Mother’s Day to all the wonderful mothers out there!
05/10/2026

Happy Mother’s Day to all the wonderful mothers out there!

04/17/2026

Ready to go low tomorrow at the 1800 Series! 🏌🏻‍♂️

Happy Masters Sunday! If you’re not mastering your retirement plan, we can help! Let’s connect to discuss your retiremen...
04/12/2026

Happy Masters Sunday! If you’re not mastering your retirement plan, we can help! Let’s connect to discuss your retirement plan scorecard!

Address

1001 3rd Avenue W Suite 500
Bradenton, FL
34205

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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