Next Generation Wealth Management, Inc.

Next Generation Wealth Management, Inc. (CRD# 134057) is a financial advisory firm headquartered in Milwaukee, WI. They manage $205,532,078 in 766 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    206
    MILLION
  • Total Number of Accounts
    766
    ACCOUNTS
  • Average Account Value
    $268,319
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, WI

Financial Advisors at Next Generation Wealth Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Frank C. Kunik
CRD#: 3123504
10700 Research Drive, Suite 150, Milwaukee, WI 53226
96
Wealthminder
score

Frank Kunik (CRD# 3123504) is an Investment Advisor Representative working at Next Generation Wealth Management, Inc. in Milwaukee, WI and has over 18 years of experience in the finance industry.

2
Michael J. Weil
CRD#: 2195507
10700 Research Drive, Suite 150, Milwaukee, WI 53226
96
Wealthminder
score

Michael Weil (CRD# 2195507) is an Investment Advisor Representative working at Next Generation Wealth Management, Inc. in Milwaukee, WI and has over 16 years of experience in the finance industry. Michael Weil has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Susan E. Dulde
CRD#: 3029901
10700 Research Drive, Suite 150, Milwaukee, WI 53226
93
Wealthminder
score

Susan Dulde (CRD# 3029901) is an Investment Advisor Representative working at Next Generation Wealth Management, Inc. in Milwaukee, WI and has over 18 years of experience in the finance industry.

4
Jeffrey W. Kralovec
CRD#: 4011612
10700 Research Drive, Suite 150, Milwaukee, WI 53226
93
Wealthminder
score

Jeffrey Kralovec (CRD# 4011612) is an Investment Advisor Representative working at Next Generation Wealth Management, Inc. in Milwaukee, WI and has over 17 years of experience in the finance industry.

5
David A. Massart
CRD#: 2332208
10922 N. Cedarburg Rd, Mequon, WI 53092
83
Wealthminder
score

David Massart (CRD# 2332208) is an Investment Advisor Representative working at Next Generation Wealth Management, Inc. in Mequon, WI and has over 23 years of experience in the finance industry.

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