Next Level Planning & Wealth Management
Likely to Engage tag.Highly Engaged Employees

Finance · Wisconsin, United States · 11-50 Employees

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Overview

Headquarters

325 N Corporate Dr Ste 120, Brookfield, ...

Phone Number

(414) 369-6620

Website

www.nlpwm.com

Revenue

<$5 Million

Industry

Finance Securities Trading

About Next Level Planning & Wealth Management

Next Level Planning & Wealth Management specializes in comprehensive financial planning and wealth management services tailored to meet the unique needs of individuals and employers. Their team of skilled financial advisors offers personalized strategies in areas such as retirement planning, asset management, and financial education. They focus on building strong relationships with clients, providing clarity and confidence in financial decision-making. The company aims to make quality financial advice accessible to all, particularly young professionals, through educational resources and workshops.Explore more
Next Level Planning & Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Next Level Planning & Wealth Management Org Chart

PhoneEmail
AH
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Andrew Houte

Director, Retirement Planning

PhoneEmail
JJ
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John Jonas

Director, Human Resources

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LB
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Loren Brandrup

Group Director, Benefits

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CW
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Colton Wolter

Associate

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PT
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Partner

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DF
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Partner, Financial Advisor

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MK
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Retiememt Plan Specialist

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EV
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Insurance Specialist

PhoneEmail
EJ
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Financial Advisor

PhoneEmail
TZ
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Financial Advisor

PhoneEmail
AB
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Financial Advisor

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KT
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Financial Advisor

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JD
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Cfp Certified Financial Planner

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Compare Similar Companies to Next Level Planning & Wealth Management

Compare insights from companies similar to Next Level Planning & Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Next Level Planning & Wea...

<$5M
11-50
Private
<$5M
2001
AH
Andrew HouteDirector, Retirement Planning
Sterling Total Wealth Sol...
$8.6M
11-50
Private
-
2010
Gordon Menard, Founding Partner at Sterling Total Wealth Solutions
Gordon MenardFounding Partner
Compass Retirement Soluti...
<$5M
11-50
Private
-
2013
Marvin Mitchell, Chief Executive Officer & Retirement Coach at Compass Retirement Solutions
Marvin MitchellCEO & Retirement Coach
Bayntree Wealth Advisors
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
Handford Financial Strate...
<$5M
1-10
Private
-
2002
SW
Susanna WalkerDirector, Client Services
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Next Level Planning & Wealth Management Tech Stack

A closer look at the technologies used by Next Level Planning & Wealth Management

goo.gl

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Google
WordPress.org

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Automattic
Google Tag Manager

By

Google
Google Global Site Tag

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Google
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Frequently Asked Questions Regarding Next Level Planning & Wealth Management

What is Next Level Planning & Wealth Management's official website?
Next Level Planning & Wealth Management's official website is www.nlpwm.com What is Next Level Planning & Wealth Management's Revenue?
Next Level Planning & Wealth Management's revenue is <$5 Million What is Next Level Planning & Wealth Management's SIC code?
Next Level Planning & Wealth Management's SIC: 62,628 What is Next Level Planning & Wealth Management's NAICS code?
Next Level Planning & Wealth Management's NAICS: 52,523 How many employees does Next Level Planning & Wealth Management have?
Next Level Planning & Wealth Management has 11-50 employees What industry does Next Level Planning & Wealth Management belong to?
Next Level Planning & Wealth Management is in the industry of: Finance, Securities Trading What is Next Level Planning & Wealth Management competition?
Next Level Planning & Wealth Management top competitors include: Sterling Total Wealth Solutions, Handford Financial Strategies, Compass Retirement Solutions, Bayntree Wealth Advisors What technology does Next Level Planning & Wealth Management use?
Some of the popular technologies that Next Level Planning & Wealth Management uses are: goo.gl, WordPress.org, Google Tag Manager, Google Global Site Tag How do I contact Next Level Planning & Wealth Management?
Next Level Planning & Wealth Management contact info: Phone number: (414) 369-6620 Website: www.nlpwm.com What does Next Level Planning & Wealth Management do?

Next Level Planning & Wealth Management specializes in comprehensive financial planning and wealth management services tailored to meet the unique needs of individuals and employers. Their team of skilled financial advisors offers personalized strategies in areas such as retirement planning, asset management, and financial education. They focus on... building strong relationships with clients, providing clarity and confidence in financial decision-making. The company aims to make quality financial advice accessible to all, particularly young professionals, through educational resources and workshops.Read More

 What are Next Level Planning & Wealth Management social media links?
Next Level Planning & Wealth Management Linkedin page Next Level Planning & Wealth Management Twitter page Next Level Planning & Wealth Management Facebook page Is Next Level Planning & Wealth Management a public company?
Next Level Planning & Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Next Level Planning & Wealth Management

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