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Levi Glenn Mcmellian

AIF®
CFO4LIFE
Coppell, TX
·CRD# 4516443·24 years experience

Professional Summary

Levi Glenn Mcmellian, AIF®, who also goes by Levi Glenn Mc Mellian, is a registered financial advisor currently at CFO4LIFE located in Coppell, Texas and AUSDAL FINANCIAL PARTNERS, INC. located in Coppell, Texas. Levi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Levi has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Levi Glenn Mc Mellian

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

AIF®
Accredited Investment Fiduciary

Years of Experience

24 years in the financial services industry

Current & Past Employments

CFO4LIFE·CRD# 287600
RIA
735 Plaza Blvd. Suite 100, Coppell, TX 75019
March 21, 2017 - Present
AUSDAL FINANCIAL PARTNERS, INC.·CRD# 7995
RIA
BD
1. 735 Plaza Blvd #100, Coppell, TX 750192. 5320 Pleasant Run Road, Colleyville, TX 76034
September 14, 2012 - Present
AUSDAL FINANCIAL PARTNERS, INC.·CRD# 7995
RIA
Richardson, TX
December 21, 2012 - February 23, 2018
CFO4LIFE, L.P.·CRD# 146904
RIA
Coppell, TX
March 18, 2009 - March 21, 2017
LPL FINANCIAL LLC·CRD# 6413
RIA
Coppell, TX
January 12, 2007 - September 26, 2012
LPL FINANCIAL LLC·CRD# 6413
BD
Coppell, TX
October 29, 2002 - September 26, 2012

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Current Firm

CF
CFO4LIFE

CFO4LIFE | CFO4LIFE GROUP, LLC

CRD#: 287600 / SEC#: 801-110095
RIA
Registered Investment Advisory firm - SEC (2/1/2017 Approved)

Contact Information

Main Address

735 Plaza Blvd. Suite 100, Coppell, TX 75019

Phone Number

(214) 637-9500

# of Employees

22

SEC notice filing (18 States and Territories)

Registered to provide investment advisory services in 18 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CFO4LIFE ADV PART 2A 06-14-2026 (6/14/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,279

AUM (Assets Under Management)

$1,935,513,212

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) MGMT4Life, LLC; Coppell, Texas. Approximately 160 hours per month. Owner. Non-investment related services. Activity began 2/1/2017. MGMT4Life, LLC has entered into an agreement with the Registrant to provide persons, such as Levi McMellian, to serve as officers of the Registrant and to be responsible for the management, supervision and oversight of the Registrant. 2.) INDEPENDENT INSURANCE AGENT; TX; INSURANCE SALES; AGENT; APPROX 5-10 HOURS PER MONTH, ALL DURING TRADING HOURS; INVESTMENT RELATED; AGENT - LICENSED AGENT, APPOINTED WITH VARIOUS LIFE, HEALTH, AND DISABILITY INSURANCE COMPANIES. RECOMMEND INSURANCE PRODUCTS TO CLIENTS DEPENDING ON THEIR INDIVIDUAL NEEDS; COMPENSATION BY COMMISSION. 3.) LMBC II, L.L.C. D/B/A CFO4LIFE II, L.L.C. 735 PLAZA BLVD., SUITE 100 COPPELL, TX; INSURANCE SALES, Tax preparation, business consulting; APPX. 80 ARE hours DEVOTED TO THIS BUSINESS EACH MONTH OF WHICH 50 ARE DURING TRADING HOURS. NOT INVESTMENT RELATED;GENERAL LINES AGENCY INCLUDING EQUITY INDEXED ANNUITIES; COMPENSATION IS COMMISSION. THIS ORGANIZATION IS NOT A CLIENT OF THE FIRM. Also, through this entity provide Tax Preparation services, business consulting and agency for various insurance companies and loan facilitations. Also, provides educational services to qualified plan participants and other employees. 4.)LKCBSS,LLC; INVESTMENT RELATED; FLOWER MOUND, TX; REAL ESTATE; OWNER; ACTIVITY BEGAN 07/2015; I DEVOTE APPX 1 HOUR PER MONTH TO THIS ACTIVITY DURING TRADING HOURS; MAINTENANCE OF PROPERTY. 5.)MC4,LLC; NOT INVESTMENT RELATED; COPPELL,TX; FITNESS CENTER; OWNER; ACTIVITY BEGAN 10/2019; I DEVOTE APPX 1 HOUR PER MONTH TO THIS ACTIVITY DURING TRADING HOURS; OWNER OF FITNESS CENTER. 6.) MX2 FITNESS, LLC; NOT INVESTMENT RELATED; COPPELL, TX; FITNESS STUDIO; MEMBER; ACTIVITY BEGAN 10/2019; I DEVOTE APPX 1 HOUR DURING TRADING HOURS TO THIS ACTIVITY; OWNER OF ANYTIME FITNESS FACILITY. 7.) SEWELL USELTON INSURANCE AGENCY. NOCONA, TX. AGENT. START DATE 4-2021. SPENDS APPROXIMATELY 5% OF TIME ON INSURANCE ACTIVITIES. 8.) Protect4LIFE, LLC; investment-related. Coppell, TX 75019. The nature of the business is insurance sales. Position: Owner. Start date: 08/2022. Approximate number of hours/month devoted to other business: 10 hrs. Duties: Selling life insurance. 9.) CABO NATION, LLC; NON-INVESTMENT RELATED; COPPELL, TX; REAL ESTATE/RENTAL; OWNER; ACTIVITY BEGAN JUNE 2023; I DEVOTE APPX 2 HOURS PER MONTH TO THIS ACTIVITY ALL DURING TRADING HOURS; OWNER/RENTER OF HOME. 10.) MC4LIFE, LLC; NON-INVESTMENT RELATED; COPPELL, TX; RENTAL PROPERTIES; MEMBER; ACTIVITY BEGAN JULY 2023; I DEVOTE ONE HOUR TO THIS ACTIVITY ALL DURING TRADING HOURS; RENT COLLECTION AND MAINTENACE. 11.) BLK2023 INVESTMENTS LLC; INVESTMENT RELATED; COPPELL, TX; REAL ESTATE INVESTMENTS; MEMBER; ACTIVITY BEGAN AUGUST 2023; I DEVOTE ONE HOUR TO THIS ACTIVITY ALL DURING TRADING HOURS; RENT & MAINTENCE. 12.) CHASMC; LLC; INVESTMENT RELATED; COPPELL, TX; LAKE PROPERTY; MANAGER; ACTIVITY BEGAN 02/2024; I DEVOTE APPX 1 HOUR PER MONTH TO THIS ACTIVITY WITH 1 HOUR DURING TRADING HOURS; MANAGE PERSONAL PROPERTY. 13.) RED RIVER NATION, LLC; INVESTMENT RELATED; RED RIVER, NM; REAL ESTATE DEVELOPMENT&RENTAL PROPERTY; BEGAN JULY 2024; MANAGER/MEMBER; I DEVOTE 1 HOUR TO THIS ACTIVITY DURING TRADING HOURS; MANAGE FUTURE RENTALS. 14.) CABO NATION DIAMANTE,LLC; INVESTMENT RELATED; CABO SAN LUCAS, MEXICO;RE RENTAL; MANAGING MEMBER; BEGAN 09/24; I DEVOTE 1 HOUR PER MONTH TO THIS ACTIVITY DURING TRADING HOURS;RENT COLLECTION & MAINTENANCE 15.) MC4LIFE, LLC; NOT INVESTMENT RELATED; DALLAS TEXAS; INVESTMENT REAL ESTATE (OWNS 25%)

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CFO4LIFE

CFO4LIFE | CFO4LIFE GROUP, LLC

CRD#: 287600 / SEC#: 801-110095
RIA
Registered Investment Advisory firm - SEC (2/1/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(3/7/2022)
RR
Arizona
(9/14/2012)
RR
Arkansas
(9/14/2012)
RR
California
(9/14/2012)
RR
Colorado
(9/14/2012)
RR
Delaware
(11/28/2023)
RR
Florida
(9/14/2012)
RR
Georgia
(9/14/2012)
RR
Idaho
(10/7/2021)
RR
Illinois
(7/1/2025)
RR
Indiana
(5/14/2014)
RR
Iowa
(1/5/2021)
RR
Louisiana
(10/10/2014)
RR
Massachusetts
(8/30/2021)
RR
Minnesota
(8/20/2014)
RR
Mississippi
(1/25/2019)
RR
Missouri
(12/22/2017)
RR
Montana
(12/20/2016)
RR
Nebraska
(10/28/2013)
RR
Nevada
(9/14/2012)
RR
New Jersey
(9/14/2012)
RR
New York
(8/16/2018)
RR
North Carolina
(9/26/2012)
RR
Ohio
(9/17/2012)
RR
Oklahoma
(9/14/2012)
RR
Oregon
(9/14/2012)
RR
Pennsylvania
(11/17/2017)
RR
South Carolina
(1/28/2025)
RR
Tennessee
(9/14/2012)
RR
Texas
(9/14/2012)
IAR
Texas
(3/21/2017)
RR
Virginia
(5/10/2017)
RR
Washington
(9/18/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2007About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2003About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2002About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Levi Glenn Mcmellian's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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