Next Level Planning & Wealth Management

  • Hybrid

Next Level Planning & Wealth Management

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

Total Office Members: 25
Total Advisors: 11

We are a client-centric firm offering comprehensive financial planning and wealth management with an emphasis on financial wellness and education.

We are most interested in:
  1. Joining our Practice (1099, W2, Both)
  2. Expanding their offering

An advisor with the following background:
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.

  • An advisor located within 2 to 50 miles from our office location.
  • An advisor with $20M to $75M assets under management.
  • We are open to expansion into the following regions:
    Madison, WI
    Minneapolis - St. Paul
We focus on
  • 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

If interested in joining this practice, or looking to learn more, please click the button below!

Contact Us