Levi Greenly has been an investment adviser representative at LifeGuide Financial Advisors since May 2020, and is not listed among the firm’s executive officers or direct owners. Levi Greenly holds a Bachelor of Science in Finance from Messiah University.
Lifeguide Financial Advisors, LLC is a Mechanicsburg, PA firm with $563M under management, 778 clients and 16 advisers across 3 offices, as of its September 2026 filing.
Levi Greenly is a Financial Advisor of LifeGuide Financial Advisors. He helps his team construct clients' LifePlans and serves on the firm's investment team and Financial Life Planning committee. He interned with the firm for two semesters before joining full-time in 2020 and works with families of a special needs loved one.
- – present · 6 yearsMechanicsburg, PA · Adviser representative · Firm CRD 284842
Professional designations
Listed by LifeGuide Financial Advisors
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Kingdom Advisor® (CKA®)
Investment adviser representative registrations
Levi Greenly is registered as an investment adviser representative in Pennsylvania, since May 2020.
- PennsylvaniaSince 18 May 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 May 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Levi Mitchell Greenly
- CRD
- 7218560
- Firm
- LifeGuide Financial Advisors · CRD 284842
- Office
- 400 W MAIN ST., Mechanicsburg, PA 17055
- Registration
- Investment adviser registration
- In the industry since
- May 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifeguidefa.com
Where does Levi Greenly work?
Levi Greenly is an investment adviser representative registered through Lifeguide Financial Advisors, LLC since May 2020, and is not listed among the firm’s executive officers or direct owners.
Is Levi Greenly a financial advisor?
Yes. Levi Greenly has a current investment-adviser registration in Pennsylvania, through LifeGuide Financial Advisors since May 2020.
How many years of experience does Levi Greenly have?
Levi Greenly has 6 years in the financial industry, since May 2020, across 1 adviser firm.
What exams has Levi Greenly passed?
Levi Greenly passed the Series 65 in May 2020.
Where is Levi Greenly based?
Levi Greenly’s registered office is in Mechanicsburg, PA.
Is Levi Greenly registered with FINRA?
No. Levi Greenly has no current broker registration.
Is Levi Greenly a CFP?
LifeGuide Financial Advisors lists Levi Greenly with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Levi Greenly a CFA charterholder?
LifeGuide Financial Advisors lists Levi Greenly with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Levi Greenly’s record?
Search CRD 7218560 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Levi Greenly’s full registration record.