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Robert Coakley

NEXTGEN EMP, INC·COLUMBUS, Texas
Series 3, Series 653 years registeredNEXTGEN EMP, INC
1671 BRUNES MILL RD., COLUMBUS, TX 78934-5051CRD# 1468641Firm CRD# 333721

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Coakley · COLUMBUS, TX
Registration
CRD #1468641 · NEXTGEN EMP, INC · 3 years registered
Brand Profile
Not yet started
01

Career History

NEXTGEN EMP
Dec 2024 – present
ANOVA MANAGEMENT
Jul 2023 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 65
Registration record
First registered · July 11, 2023
Years registered · 3
03

Disclosure History

1999Regulatory·Final
1991Criminal·Final Disposition

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
NEXTGEN EMP, INC.
CRD 333721 · SEC 801-131531
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
Services offered by NEXTGEN EMP, INC.
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at NEXTGEN EMP, INC. →
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05

Frequently Asked Questions

What services does Robert Coakley offer?
Robert Coakley specializes in Investment Management, Fee-Only Advisory. Contact their office in COLUMBUS, Texas for a consultation.
What are Robert Coakley's credentials?
Robert Coakley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Coakley located?
Robert Coakley is based in COLUMBUS, Texas, working with NEXTGEN EMP, INC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Robert Coakley charge for services?
Robert Coakley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEXTGEN EMP, INC?
NEXTGEN EMP, INC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEXTGEN EMP, INC

Anthony John Diplacido
COLUMBUS, TX
Wayne Frank Penello
COLUMBUS, TX

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