Next Generation Investing, LLC

Next Generation Investing, LLC (CRD# 149017) is a financial advisory firm headquartered in Topeka, KS. They manage $128,000,000 in 250 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5909 Sw 28th St. #100, Topeka, KS 66614
http://www.retiretopeka.com
By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $512,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, TX

Financial Advisors at Next Generation Investing, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Roger Shumaker, financial advisor Topeka KS
Roger W. Shumaker
CRD#: 2890290
5909 Sw 28th St. #100, Topeka, KS 66614

Roger Shumaker (CRD# 2890290) is an Investment Advisor Representative working at Next Generation Investing, LLC in Topeka, KS and has over 26 years of experience in the finance industry.

2
Ryan Shumaker, financial advisor Topeka KS
Ryan W. Shumaker
CRD#: 5598699
5909 Sw 28th St. #100, Topeka, KS 66614

Ryan Shumaker (CRD# 5598699) is an Investment Advisor Representative working at Next Generation Investing, LLC in Topeka, KS and has over 15 years of experience in the finance industry.

3
Joel Kasten, financial advisor Topeka KS
Joel P. Kasten
CRD#: 7570795
5909 Sw 28th St. #100, Topeka, KS 66614

Joel Kasten (CRD# 7570795) is an Investment Advisor Representative working at Next Generation Investing, LLC in Topeka, KS and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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