Level Four Financial - Chad Choate, III, AAMS CEPA

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

06/01/2026
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!

Great presentation last week. Beware of the fraudsters out there!
04/01/2026

Great presentation last week. Beware of the fraudsters out there!

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

Deadline is approaching!
04/01/2026

Deadline is approaching!

03/29/2026

Your retirement plan doesn’t have to be madness and have you worrying about busting! We can help get you a winning strategy!

Watch out for scams! They’re getting creative.
03/25/2026

Watch out for scams! They’re getting creative.

🚨SCAM ALERT🚨

We have become aware of a recent text message scam where individuals are impersonating the Florida Highway Safety and Motor Vehicles (FLHSMV) or DMV claiming you have received a default judgment notice for a red light violation. If you receive one of these messages, please be aware it is not legitimate. These messages are attempts to gain access to your money or personal information.

We remind Florida residents that no law enforcement officer or official government agency will text or call you with threats due to an unpaid or late citation. The Clerk of Court and the Department of Motor Vehicles will send you a written notice on official office letterhead for late or unpaid citations.

Protect yourself. Never provide payment or personal information over the phone or click on links from unknown senders.

You can report scams to the Federal Trade Commission, the Florida Office of the Attorney General, or the Florida Department of Agriculture and Consumer Services. If you have been a victim of this or any other scam, contact your financial institution and your local sheriff’s office.

If you need to pay a traffic citation, you can do so on our website at ManateeClerk.com or in person at our office.

For more information about the latest scams and how to protect yourself, visit the Scams and Fraud page on our website.

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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