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Karen Jean Eamon

NEXT LEVEL WEALTH PLANNING, LLC·MERIDIAN, Idaho
Clean recordNEXT LEVEL WEALTH PLANNING, LLC
1817 N LAKES PLACE, MERIDIAN, ID 83646CRD# 6701610Firm CRD# 327644

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karen Jean Eamon · MERIDIAN, ID
Registration
CRD #6701610 · NEXT LEVEL WEALTH PLANNING, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Karen Jean Eamon is a registered financial advisor based in MERIDIAN, Idaho, affiliated with NEXT LEVEL WEALTH PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NEXT LEVEL WEALTH PLANNING, LLC
NEXT LEVEL WEALTH PLANNING, LLC
AUM
$244M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at NEXT LEVEL WEALTH PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6701610
Firm CRD# 327644
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karen Jean Eamon offer?
Karen Jean Eamon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MERIDIAN, Idaho for a consultation.
What are Karen Jean Eamon's credentials?
Karen Jean Eamon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Jean Eamon located?
Karen Jean Eamon is based in MERIDIAN, Idaho, working with NEXT LEVEL WEALTH PLANNING, LLC. Their office serves clients in the MERIDIAN metropolitan area and surrounding communities.
How does Karen Jean Eamon charge for services?
Karen Jean Eamon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEXT LEVEL WEALTH PLANNING, LLC?
NEXT LEVEL WEALTH PLANNING, LLC has approximately 4 employees and manages $244M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEXT LEVEL WEALTH PLANNING, LLC

Jacob Edward Mccarney
MERIDIAN, ID
Michael Fowler Aboussie
MERIDIAN, ID
Chad Thomas Majors
MERIDIAN, ID

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