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Michael Fowler Aboussie

NEXT LEVEL WEALTH PLANNING, LLC·MERIDIAN, Idaho
SIE, Series 6, Series 7TO, Series 26, Series 63, Series 65CFPClean record13 years registeredNEXT LEVEL WEALTH PLANNING, LLC
1817 N LAKES PLACE, MERIDIAN, ID 83646CRD# 5727927Firm CRD# 327644

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Fowler Aboussie · MERIDIAN, ID
Registration
CRD #5727927 · NEXT LEVEL WEALTH PLANNING, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

NEXT LEVEL WEALTH PLANNING, LLC
Oct 2023 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
May 2023 – Oct 2023
Meridian, ID
CURIAN CAPITAL, LLC
Feb 2013 – Mar 2016
DENVER, CO
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7TO
Series 26
Series 63
Series 65
Registration record
First registered · February 15, 2013
Years registered · 13
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NEXT LEVEL WEALTH PLANNING, LLC
CRD 327644 · SEC 801-128745
AUM
$244M
Regulatory assets under management
Employees
4
1,319 client accounts
Services offered by NEXT LEVEL WEALTH PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NEXT LEVEL WEALTH PLANNING, LLC →
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05

Frequently Asked Questions

What services does Michael Fowler Aboussie offer?
Michael Fowler Aboussie specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MERIDIAN, Idaho for a consultation.
What are Michael Fowler Aboussie's credentials?
Michael Fowler Aboussie holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael Fowler Aboussie located?
Michael Fowler Aboussie 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 Michael Fowler Aboussie charge for services?
Michael Fowler Aboussie'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
CFP
Chad Thomas Majors
MERIDIAN, ID

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