Next Level Planning & Wealth Management

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  • Hybrid

Next Level Planning & Wealth Management

325 N Corporate Dr., Suite 120
Brookfield, WI 53045
Phone: (414) 369-6620
Fax: (414) 369-6630

Locations:
  • Brookfield, WI
  • Madison, WI
  • Scottsdale, AZ
Website(s):
Total Office Members: 25
Total Advisors: 11
Description:

We are a client-centric firm offering comprehensive financial planning and wealth management with an emphasis on financial wellness and education. We are interested in considering adding the right financial advisor who wants to partner with experienced advisors and potentially be part of a long-term BCP.

Open to expansion in the following regions: Minneapolis – St. Paul, Madison – WI
Our Focus Areas
  • High-Net-Worth
  • Financial Planning
  • Investment Management
  • Tax Management
  • Income Planning
  • Retirement (401k)
  • Insurance
We Offer
  • Office Space
  • Remote Work Setup
  • Health Insurance
  • W2
  • 1099
  • In-House Portfolios
  • DIY Portfolios
  • TPMM Access
  • Marketing
  • Administrative Support
  • Leads via workplace/worksite financial education
Technology Stack
  • CRM: Salesforce
  • Financial Planning: eMoney, Social Security Timing
  • Trading Platform: Enhanced Trading
  • Performance Reporting: LPL Financial
  • Client Portal: AccountView and eMoney
  • 401(k) Software: Fi360
  • Advisor Compensation: AdvisorBOB
  • Other: Other
Firm Custodians
  • LPL Financial
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Contact Us

Berwyn, PA

920 Cassatt Rd, Suite 202
Berwyn, PA 19312

(610) 296-7630

Wilmington, DE

1200 Pennsylvania Ave, Suite 202
Wilmington, DE 19806

(302) 483-7200

Braintree, MA

30 Braintree Hill Office Park, Suite 202
Braintree, MA 02184

(610) 296-7630

Boca Raton, FL

3837 NW Boca Raton Blvd, Suite 100
Boca Raton, FL 33431

(610) 296-7630