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Next Level Planning & Wealth Management Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

Next Level Planning & Wealth Management has about 25 employees across 4 continents, most of them in North America. By country, the largest groups are United States Of America (93%), Philippines (2%) and France (2%). Banking and Human Resources make up over half of the profiles with a known department.

Find Next Level Planning & Wealth Management employees' phone numbers or email addresses

Next Level Planning & Wealth Management Global Highlights

Location
Employees

North America
39

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  • United States Of America
    39

Asia
1

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  • Philippines
    1

Europe
1

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  • France
    1

Oceania
1

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  • Australia
    1

North America accounts for 93% of Next Level Planning & Wealth Management's workforce, followed by Asia (2%) and Europe (2%).

Next Level Planning & Wealth Management's Leadership

  • Chief Compliance Officer at Next Level Planning & Wealth Management
    K. E.
    Chief Compliance Officer
    Mobile Phone
  • Client Services Manager at Next Level Planning & Wealth Management
    M. B.
    Client Services Manager
    Mobile Phone
  • Wealth Manager at Next Level Planning & Wealth Management
    M. A.
    Wealth Manager
    Mobile Phone
  • Senior Financial Advisor at Next Level Planning & Wealth Management
    R. N.
    Senior Financial Advisor
    Mobile Phone
  • Client Care Specialist at Next Level Planning & Wealth Management
    J. D.
    Client Care Specialist
    Mobile Phone
  • Financial Advisor at Next Level Planning & Wealth Management
    T. B.
    Financial Advisor
    Mobile Phone
  • Financial Advisor at Next Level Planning & Wealth Management
    D. F.
    Financial Advisor
    Mobile Phone

Next Level Planning & Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Human Resources
  • Other

Banking is the largest department at 93% of profiles with a known department, followed by Human Resources (7%).

Contact profiles from Next Level Planning & Wealth Management

Name
Title
Contact
Location
Last Update
  • Chief Compliance Officer at Next Level Planning & Wealth Management
    K. E.
    Chief Compliance Officer
    Mobile Phone
    Sep 28, 2026
  • Client Services Manager at Next Level Planning & Wealth Management
    M. B.
    Client Services Manager
    Mobile Phone
    Jul 14, 2025
  • Wealth Manager at Next Level Planning & Wealth Management
    M. A.
    Wealth Manager
    Mobile Phone
    Oct 21, 2024
  • Senior Financial Advisor at Next Level Planning & Wealth Management
    R. N.
    Senior Financial Advisor
    Mobile Phone
    Oct 18, 2024
  • Client Care Specialist at Next Level Planning & Wealth Management
    J. D.
    Client Care Specialist
    Mobile Phone
    Oct 24, 2024
  • Financial Advisor at Next Level Planning & Wealth Management
    T. B.
    Financial Advisor
    Mobile Phone
    Oct 22, 2024
  • Financial Advisor at Next Level Planning & Wealth Management
    D. F.
    Financial Advisor
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What are the largest departments at Next Level Planning & Wealth Management?

Minus sign iconPlus sign iconBanking is the largest department at 93% of profiles with a known department, followed by Human Resources (7%).

Where are Next Level Planning & Wealth Management's employees located?

Minus sign iconPlus sign iconNext Level Planning & Wealth Management has about 25 employees across 4 continents, most of them in North America. North America accounts for 93% of Next Level Planning & Wealth Management's workforce, followed by Asia (2%) and Europe (2%). By country, the largest groups are United States Of America (93%), Philippines (2%) and France (2%).

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

Minus sign iconPlus sign iconNext Level Planning & Wealth Management has approximately 25 employees as of October 2026. These team members are located across 4 continents, including North America, Asia and Europe.

Who are Next Level Planning & Wealth Management's key employees and leadership?

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As of October 2026, Next Level Planning & Wealth Management's key employees include:

  • Chief Compliance Officer: K. E.
  • Client Services Manager: M. B.
  • Wealth Manager: M. A.
  • Senior Financial Advisor: R. N.
  • Client Care Specialist: J. D.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

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

Minus sign iconPlus sign iconNext Level Planning & Wealth Management employees' email format typically follows the pattern of First.Last@nlpwm.com. Trying to find reliable and up-to-date employee contact data? Find more Next Level Planning & Wealth Management email formats with LeadIQ.

What is Next Level Planning & Wealth Management known for?

Minus sign iconPlus sign iconNext Level Planning & Wealth Management was founded in 2001 and operates in the Financial Services industry. Explore Next Level Planning & Wealth Management's company overview page for more information.

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