Next Generation Wealth Management, Inc.

Next Generation Wealth Management, Inc. (CRD# 134057) is a financial advisory firm headquartered in Milwaukee, WI. They manage $346,683,480 in 947 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    347
    MILLION
  • Total Number of Accounts
    947
    ACCOUNTS
  • Average Account Value
    $366,086
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.

CA, FL, TX, WI

Financial Advisors at Next Generation Wealth Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Jeffrey W. Kralovec
CRD#: 4011612
10700 Research Drive, Suite 150, Milwaukee, WI 53226

Jeffrey Kralovec (CRD# 4011612) is an Investment Advisor Representative working at Next Generation Wealth Management, Inc. in Milwaukee, WI and has over 21 years of experience in the finance industry.

2
David A. Massart
CRD#: 2332208
10700 Research Drive, Suite 150, Milwaukee, WI 53226

David Massart (CRD# 2332208) is an Investment Advisor Representative working at Next Generation Wealth Management, Inc. in Milwaukee, WI and has over 27 years of experience in the finance industry.

3
Jeffrey T. Robbins
CRD#: 3040360
10700 Research Drive, Suite 150, Milwaukee, WI 53226

Jeffrey Robbins (CRD# 3040360) is an Investment Advisor Representative working at Next Generation Wealth Management, Inc. in Milwaukee, WI and has over 19 years of experience in the finance industry. Jeffrey Robbins 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.

4
Michael J. Weil
CRD#: 2195507
10700 Research Drive, Suite 150, Milwaukee, WI 53226

Michael Weil (CRD# 2195507) is an Investment Advisor Representative working at Next Generation Wealth Management, Inc. in Milwaukee, WI and has over 20 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.

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