Next Level Planning & Wealth Management Employee Directory

Q: What is Next Level Planning & Wealth Management known for?

Next Level Planning & Wealth Management was founded in 2001. Next Level Planning & Wealth Management operates in the Financial Services industry.

Financial ServicesUnited 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

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

Next Level Planning & Wealth Management Global Highlights

North America
48

United States Of America
48

Europe
1

France
1

Oceania
1

Australia
1

Next Level Planning & Wealth Management's Leadership

A. W.
Chief Operations Officer And High Performance Coach
Mobile Phone
Email
K. E.
Chief Compliance Officer
Mobile Phone
Email
J. S.
Partner
Mobile Phone
Email
P. T.
Partner
Mobile Phone
Email
D. F.
Partner, Financial Advisor
Mobile Phone
Email
L. B.
Director Of Group Benefits
Mobile Phone
Email
A. H.
Director -Retirement Planning
Mobile Phone
Email
J. S.
Director-Retirement Planning
Mobile Phone
Email

Contact profiles from Next Level Planning & Wealth Management

Name

Title

Contact Info

Location

Last Update

J. S.
Partner
Mobile Phone
Email
United StatesWisconsin
Nov 06, 2025
P. T.
Partner
Mobile Phone
Email
Mar 22, 2024
D. F.
Partner, Financial Advisor
Mobile Phone
Email
United StatesWisconsin
Apr 01, 2024
A. W.
Chief Operations Officer And High Performance Coach
Mobile Phone
Email
United StatesNorth Carolina
Oct 21, 2024
K. E.
Chief Compliance Officer
Mobile Phone
Email
Oct 17, 2024
L. B.
Director Of Group Benefits
Mobile Phone
Email
United StatesWisconsin
Nov 10, 2025
A. H.
Director -Retirement Planning
Mobile Phone
Email
United StatesWisconsin
Nov 11, 2025
J. S.
Director-Retirement Planning
Mobile Phone
Email
United StatesWisconsin
Nov 10, 2025
J. J.
Director Of Human Resources
Mobile Phone
Email
United StatesWisconsin
Nov 04, 2025
M. B.
Client Services Manager
Mobile Phone
Email
Jul 14, 2025

Frequently Asked Questions

What is Next Level Planning & Wealth Management known for?

Next Level Planning & Wealth Management was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 325 N. Corporate Drive, Suite 120 Brookfield, WI 53045, US. Explore Next Level Planning & Wealth Management's company overview page for more information.

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

Next Level Planning & Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Next Level Planning & Wealth Management email formats with LeadIQ.

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

Next Level Planning & Wealth Management has approximately 25 employees as of October 2025. These team members are located across 3 continents, including North AmericaEuropeOceania.

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

As of October 2025, Next Level Planning & Wealth Management's key employees include:

Chief Operations Officer And High Performance Coach: A. W.
Chief Compliance Officer: K. E.
Partner: J. S.
Partner: P. T.
Partner, Financial Advisor: D. F.

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