The Next Level Planning Group Employee Directory

Q: What is The Next Level Planning Group known for?

The Next Level Planning Group was founded in 2007. The Next Level Planning Group operates in the Financial Services industry.

Financial ServicesUnited States11-50 Employees

You've built something meaningful. Now it's time to optimize your personal wealth.

At The Next Level Planning Group, we exist for accomplished business owners and executives who realize their financial decisions carry serious weight. The high standards that drive your professional success are the same standards we apply to managing wealth.

Instead of juggling separate conversations with CPAs, investment advisors, and estate attorneys where opportunities fall through the cracks, we provide expertise combining family office sophistication with genuine accessibility.

We work best with successful professionals at pivotal moments—navigating equity compensation, liquidity events, or wealth accumulation. Our clients understand the stakes are high and decisions are complex.

Ready to assess what's working in your wealth strategy? Learn about our Financial SWOT Session at our website link below.

Because when it comes to what matters most, good is not enough.
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For disclosures, please visit www.tnlpg.com

Find The Next Level Planning Group employees' phone numbers or email addresses

The Next Level Planning Group Global Highlights

North America
35

United States Of America
35

South America
1

Brazil
1

The Next Level Planning Group's Leadership

L. R.
Director Of Financial Planning
Mobile Phone
Email
L. R.
Financial Planning Manager
Mobile Phone
Email
K. J.
Senior Client Service Associate
Mobile Phone
Email
B. W. S.
Paraplanner
Mobile Phone
Email
C. A.
Financial Wellness Coaching Program Coordinator
Mobile Phone
Email
C. M.
Financial Planning Analyst
Mobile Phone
Email
C. B.
Service Advisor
Mobile Phone
Email
M. F.
Planner Associate
Mobile Phone
Email

Contact profiles from The Next Level Planning Group

Name

Title

Contact Info

Location

Last Update

L. R.
Director Of Financial Planning
Mobile Phone
Email
United States
Aug 08, 2025
L. R.
Financial Planning Manager
Mobile Phone
Email
United States
Jul 08, 2024
K. J.
Senior Client Service Associate
Mobile Phone
Email
Oct 24, 2025
B. W. S.
Paraplanner
Mobile Phone
Email
United StatesFlorida
Nov 18, 2025
C. A.
Financial Wellness Coaching Program Coordinator
Mobile Phone
Email
United StatesFlorida
Dec 15, 2025
C. M.
Financial Planning Analyst
Mobile Phone
Email
United StatesSouth Carolina
Nov 14, 2025
C. B.
Service Advisor
Mobile Phone
Email
Oct 21, 2024
M. F.
Planner Associate
Mobile Phone
Email
United StatesFlorida
Jul 30, 2025
R. O.
Finance Administrator
Mobile Phone
Email
Jul 08, 2025
S. B.
Support Advisor
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is The Next Level Planning Group known for?

The Next Level Planning Group was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 8755 W Higgins Rd, Suite 200 Chicago, Illinois 60631, US. Explore The Next Level Planning Group's company overview page for more information.

What is The Next Level Planning Group's most common email format?

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

How many employees does The Next Level Planning Group have currently?

The Next Level Planning Group has approximately 20 employees as of November 2025. These team members are located across 2 continents, including North AmericaSouth America.

Who are The Next Level Planning Group's key employees and leadership?

As of November 2025, The Next Level Planning Group's key employees include:

Director Of Financial Planning: L. R.
Financial Planning Manager: L. R.
Senior Client Service Associate: K. J.
Paraplanner: B. W. S.
Financial Wellness Coaching Program Coordinator: C. A.

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