Insights

Personalized Education Next Level Planning & Wealth Management emphasizes a comprehensive educational approach, making them an ideal partner for financial technology solutions that enhance client engagement and financial literacy programs.

Client Relationships With a focus on close personal relationships and acting as a personal financial coach, there are opportunities to offer customized CRM and communication tools that strengthen client retention and personalize service delivery.

Growth Potential Operating with a revenue range of 25 to 50 million dollars and a relatively small team, the firm is positioned for scalable growth, presenting prospects for expanding service offerings or integrating new financial planning technologies.

Market Positioning Competing alongside large firms with thousands of employees, this mid-sized company can benefit from targeted technology solutions that provide a competitive edge through improved efficiency and client education.

Digital Infrastructure Utilizing a tech stack that includes open graph, Cloudflare, jQuery, and OpenResty, the company shows an openness to web-based tools, creating opportunities for innovative fintech integrations or cybersecurity solutions to support their digital presence.

Next Level Planning & Wealth Management Tech Stack

Next Level Planning & Wealth Management uses 8 technology products and services including Open Graph, Cloudflare, Font Awesome, and more. Explore Next Level Planning & Wealth Management's tech stack below.

Open Graph

Content Management System

Cloudflare

Content Management System

Font Awesome

Font Scripts

jQuery

Javascript Libraries

jQuery Migrate

Javascript Libraries

X-XSS-Protection

Security

OpenResty

Web Servers

jQuery Validation Plugin

Web Tools And Plugins

Next Level Planning & Wealth Management Email Formats	Example	Percentage
First.Last@nlpwm.com	John.Doe@nlpwm.com	100%

Next Level Planning & Wealth Management Email Formats

Example

Percentage

First.Last@nlpwm.com

John.Doe@nlpwm.com

100%

Frequently Asked Questions

Where is Next Level Planning & Wealth Management's headquarters located?

Next Level Planning & Wealth Management's main headquarters is located at 325 North Corporate Drive Suite 120 Brookfield, Wisconsin 53045 United States. The company has employees across 4 continents, including North AmericaAsiaEurope.

What is Next Level Planning & Wealth Management's official website and social media links?

Next Level Planning & Wealth Management's official website is nlpwm.com and has social profiles on LinkedIn.

What is Next Level Planning & Wealth Management's NAICS code?

Next Level Planning & Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Next Level Planning & Wealth Management have currently?

As of May 2026, Next Level Planning & Wealth Management has approximately 24 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Chief Operations Officer And High Performance Coach: A. W.Chief Compliance Officer: K. E.Partner: J. S.. Explore Next Level Planning & Wealth Management's employee directory with LeadIQ.

What industry does Next Level Planning & Wealth Management belong to?

Next Level Planning & Wealth Management operates in the Financial Services industry.

What technology does Next Level Planning & Wealth Management use?

Next Level Planning & Wealth Management's tech stack includes Open GraphCloudflareFont AwesomejQueryjQuery MigrateX-XSS-ProtectionOpenRestyjQuery Validation Plugin.

What is Next Level Planning & Wealth Management's email format?

Next Level Planning & Wealth Management's email format typically follows the pattern of First.Last@nlpwm.com. Find more Next Level Planning & Wealth Management email formats with LeadIQ.

When was Next Level Planning & Wealth Management founded?

Next Level Planning & Wealth Management was founded in 2001.

Next Level Planning & Wealth Management

Q: What is Next Level Planning & Wealth Management's NAICS code?

Next Level Planning & Wealth Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesWisconsin, United States11-50 Employees

Comprehensive Financial Planning and Wealth Management Strategies with an Educational Approach

While broad in the wealth of knowledge we provide, our business philosophy is centered on close personal relationships with our clients. We equate this relationship not merely as an investment advisor but more so as a “personal financial coach” who delivers comprehensive financial education and management.

Our highly skilled team of advisors, combined with our network of experienced financial professionals, offers our clients input and access to all segments of the financial world—like a financial concierge. We then offer an educational approach through holistic workplace financial education to help you make wise and informed financial decisions that will help you pursue your financial goals.

Contact us at  (414) 369-6620 or email us at NextLevel@nlpwm.com

Insights

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