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
Website: https://nlpwm.com/

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 most interested in:

Joining our Practice (1099, W2, Both)
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

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

Next Level Planning & Wealth Management

Next Level Planning & Wealth Management

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

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