Former H&R Block advisors move to Lincoln Financial Group's new affiliate. Plano, Texas-based Level Four Group, which provides wealth-management services to insurance-company-based brokers and advisory support to CPAs and law firms with wealth-management practices, has lifted out a team from H&R Block Financial Advisors to establish an office in Virginia Beach, Va.

Move north

"We are excited about having this office serve as a resource to the Mid-Atlantic states," says Level Four's managing principal Jake Tomes. "With more than 50 years combined experience, the Virginia Beach branch team will leverage its expertise in traditional wealth management services to our retail clients and will work in concert with the principals of Level Four Group as we expand our network of accounting, financial planning, and legal firms desiring to significantly expand their wealth management offerings."

The new office is manned by former H&R Block staffers Jeff Sheats, Jeff Gump and Ben Kalkert.

Three or four months ago, Level Four switched its brokerage affiliation from Securities America (a unit of Minneapolis-based Ameriprise) to Lincoln Financial Network. Now LFN's CEO Robert Dineen lauds its affiliate's move into the mid-Atlantic region.

"This new branch will have the full capability to recruit new advisor relationships in multiple distribution channels, as well as partner with other independent advisors needing local support," adds Dineen. -FWR

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