Clint Haynes, financial advisor Lees Summit MO

Clint Haynes

CRD Number: 4412753
Current Firm: Nextgen Wealth, LLC
Compensation Model: Both

At NextGen Wealth, our passion is serving those individuals who do not think they have the assets or the need for a financial planner. We are a financial planning and investment management firm with an emphasis on serving the successful business professional, entrepreneur or small business owner. Through technology and innovation, we help our clients find their path to financial independence.

 

• Personalized Vision Statement

• Financial Automation

• Personal Financial Dashboard

• Account Aggregation

• Behavioral Investment Management

 

While this type of planning used to be reserved for only the wealthiest investors, it is our passion to bring these services to the people who need it most.

CONTACT
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Professional Designations
Company Name Location Dates Years
Nextgen Wealth, LLC Lee's Summit, MO Jun 2014 - Current 9
Cambridge Investment Research, Inc. Fairfield, IA Feb 2013 - Aug 2014 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Feb 2013 - Aug 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2001
Contact Info for Clint Haynes
Phone Number: (816) 287-4780
Registered State(s):
  • KS
  • MO
  • TX
Current Firm Details
Nextgen Wealth, LLC
Firm's CRD Number: 172128
By the Numbers
  • Total Assets Under Management
    45
    MILLIONS
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $309,386
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, MO, TX

Firm Disclaimer:

NextGen Wealth, LLC is a registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation discussed herein.

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