Jeffrey Robbins, financial advisor Milwaukee WI
93 score

Jeffrey Robbins

CRD Number: 3040360
Current Firm: Next Generation Wealth Management, Inc.

Jeffrey Robbins (CRD# 3040360) 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.

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Company Name Location Dates Years
Next Generation Wealth Management, Inc. Milwaukee, WI Jan 2018 - Current < 1
Martin Capital Management, Inc. Elkhart, IN Jan 2016 - Jan 2018 2
Martin Capital Management, LLC Elkhart, IN Mar 2014 - Dec 2015 1
Robbins Wealthpartners, LLC Brookfield, WI Feb 2008 - Feb 2014 6
Fidelity & Guaranty Life (old Mutual) Baltimore, MD Dec 2005 - Feb 2014 8
Chase Insurance Elgin, IL Dec 2005 - Feb 2014 8
Aig Life Brokerage Milwaukee, WI Dec 2005 - Feb 2014 8
Life Investor's (aegon) Cedar Rapids, IA Dec 2005 - Feb 2014 8
Us Financial Life Cincinnati, OH Dec 2005 - Feb 2014 8
Securities America, Inc. Brookfield, WI Jul 2005 - Feb 2014 8
Crg Financial Services, Inc. Brookfield, WI Jul 2005 - Feb 2014 8
Airport Connection Brookfield, WI Oct 2006 - May 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2001
Contact Info for Jeffrey T. Robbins
Phone Number: 414-257-4248
Firm Website:
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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This advisor has a clean track record with regulators.

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