Be advised. This firm is no longer registered.

Next Generation Wealth Management, Inc.

Next Generation Wealth Management, Inc. (CRD# 134057) is a financial advisory firm headquartered in Milwaukee, WI. They manage $459,319,665 in 965 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
10700 Research Drive, Suite 150, Milwaukee, WI 53226
https://www.linkedin.com/company/next-generation-wealth-management-inc/
By the Numbers
  • Total Assets Under Management
    459
    MILLION
  • Total Number of Accounts
    965
    ACCOUNTS
  • Average Account Value
    $475,979
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
The map below shows states where this firm has explicit registration only.

FL, IL, TX, WI

Financial Advisors at Next Generation Wealth Management, Inc.
No Advisor Found.

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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