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.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
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Mariner Wealth
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 |
- KS
- MO
- TX
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Total Assets Under Management45MILLIONS
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Total Number of Accounts144ACCOUNTS
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Average Account Value$309,386
- A percentage of assets under your management
- Hourly charges
- 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
KS, MO, TX
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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