Next Level Planning & Wealth Management Employee Directory

Next Level Planning & Wealth Management corporate office is located in 325 N Corporate Dr Ste 120, Brookfield, Wisconsin, 53045, United States and has 11-50 employees.

Highly Engaged Employees

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Employees by Department

Departments

Number of employees

Finance

Operations

Human Resources

Sales

Key Employees of Next Level Planning & Wealth Management

LB
Loren Brandrup
Group Director, Benefits
PhoneEmail
AH
Andrew Houte
Director, Retirement Planning
PhoneEmail
JJ
John Jonas
Director, Human Resources
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Next Level Planning & Wealth Management Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Next Level Planning & Wealth Management

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Contact Name

Contact Info

Job Title

HQ Location

CG
Cory Graves
Email Direct
Financial Planner
United States , Wisconsin , Brookfield

TZ
Timothy Zenker
Email Direct
Financial Advisor
United States , Wisconsin , Brookfield

PM
Patrick Maddox
Email Direct
Operations Specialist
United States , Wisconsin , Brookfield

AB
Anthony Benz
Email Direct
Financial Advisor
United States , Wisconsin , Brookfield

LB
Loren Brandrup
Email Direct
Group Director, Benefits
United States , Wisconsin , Brookfield

JJ
John Jonas
Email Direct
Director, Human Resources
United States , Wisconsin , Brookfield

DF
Daniel Fleming
Email Direct
Partner, Financial Advisor
United States , Wisconsin , Brookfield

AH
Andrew Houte
Email Direct
Director, Retirement Planning
United States , Wisconsin , Brookfield

MK
Matthew Kavanagh
Email Direct
Retiememt Plan Specialist
United States , Wisconsin , Brookfield

ED
Edward Devinger
Email Direct
Financial Advisor
United States , Wisconsin , Brookfield

KT
Kyle Thomas
Email Direct
Financial Advisor
United States , Wisconsin , Brookfield

TB
Theodore Baer
Email Direct
Cfp, Cima, Aif, MBA Certified Financial Planner
United States , Wisconsin , Brookfield

AB
Amy Barr
Email Direct
Operations Specialist
United States , Wisconsin , Brookfield

KT
Kiera Torres-Seefeldt
Email Direct
Operations Specialist
United States , Wisconsin , Brookfield

AS
Ann Selas
Email Direct
Operations Specialist
United States , Wisconsin , Brookfield

PJ
Patrick Jonas
Email Direct
Operations Specialist
United States , Wisconsin , Brookfield

JS
John Selas
Email Direct
Operations Specialist
United States , Wisconsin , Brookfield

JD
Julie Douglas Maddox
Email Direct
Cfp Certified Financial Planner
United States , Wisconsin , Brookfield

MM
Michelle Maciosek
Email Direct
Financial Advisor
United States , Wisconsin , Brookfield

NK
Nancy Koss
Email Direct
Operations Specialist
United States , Wisconsin , Brookfield

SS
Spencer Selas
Email Direct
Operations Specialist
United States , Wisconsin , Brookfield

SB
Susan Baer
Email Direct
Operations Specialist
United States , Wisconsin , Brookfield

KE
Keary Egan
Email Direct
Sales Associate
United States , Wisconsin , Brookfield

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Former Employees at Next Level Planning & Wealth Management

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Eric Liek

Volunteer Speaker at Secure Futures

Worked as Certified Financial Planner

at Next Level Planning & Wealth Managem... (2016-2026)

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Law Clerk at Falk Legal Group

Worked as Financial Operations Intern

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Frequently Asked Questions Regarding Next Level Planning & Wealth Management Employees

How many employees does Next Level Planning & Wealth Management have?

Next Level Planning & Wealth Management has 11-50 employees

Who are Next Level Planning & Wealth Management key employees?

Some of Next Level Planning & Wealth Management key employees are Loren Brandrup, Andrew Houte, John Jonas

Where is Next Level Planning & Wealth Management located?

Next Level Planning & Wealth Management’s headquarters are located at 325 N Corporate Dr Ste 120, Brookfield, Wisconsin, 53045, United States

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... Read More

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 Employees