Next Level Planning & Wealth Management Overview
- Headquarters
- 325 N. Corporate Drive
- Phone Number
- Available in AeroLeads
- Website
- nlpwm.com
- Industry
- Financial Services
- Employees
- 23
- Founded
- 2001
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Next Level Planning & Wealth Management
Comprehensive Financial Planning and Wealth Management Strategies with an Educational Approach While broad in the wealth of knowledge we provide, our business philosophy is centered on close personal relationships with our clients. We equate this relationship not merely as an investment advisor but more so as a “personal financial coach” who delivers comprehensive financial education and management. Our highly skilled team of advisors, combined with our network of experienced financial professionals, offers our clients input and access to all segments of the financial world—like a financial concierge. We then offer an educational approach through holistic workplace financial education to help you make wise and informed financial decisions that will help you pursue your financial goals. Contact us at (414) 369-6620 or email us at NextLevel@nlpwm.com
Next Level Planning & Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Next Level Planning & Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Vicki Vondrak | L'bri Pure N' Natural Skin Care | Menomonee Falls, Wisconsin, United States |
Email
Phone
|
| Andrew Houte | Partner, Director - retirement Planning | Milwaukee, Wisconsin, United States |
Email
|
| Loren Brandrup, Cebs, Cpfa | Director of Group Benefits at Next | Brookfield, Wisconsin, United States |
Email
Phone
|
| Edward Devinger | Financial Advisor at Next Level | Milwaukee, Wisconsin, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
6 profiles
Director
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 2 | 2 | 1 |
| Executive | 2 | 2 | 1 |
| Finance | 1 | 1 | 1 |
| Operations | 1 | 1 | 0 |
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