Unclaimed Profile

David Alan Massart

NEXT GENERATION WEALTH MANAGEMENT, INC.·MILWAUKEE, Wisconsin

Series 7, Series 63, Series 6523 years registeredNEXT GENERATION WEALTH MANAGEMENT, INC.

10700 RESEARCH DRIVE, MILWAUKEE, WI 53226CRD# 2332208Firm CRD# 134057

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Alan Massart · MILWAUKEE, WI

Registration

CRD #2332208 · NEXT GENERATION WEALTH MANAGEMENT, INC. · 23 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

Jan 2022 – present

NEXT GENERATION WEALTH MANAGEMENT, INC.

Apr 2005 – Mar 2022

Milwaukee, WI

WELLS FARGO INVESTMENTS, LLC

Jan 2005 – Apr 2005

MILWAUKEE, WI

STRONG CAPITAL MANAGEMENT INC

Jan 2003 – Dec 2004

MENOMONEE FALLS, WI

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 6, 2003

Years registered · 23

Disclosure History

2001Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

NEXT GENERATION WEALTH MANAGEMENT, INC.

CRD 134057 · SEC 801-67748

AUM

$459M

Regulatory assets under management

Employees

965 client accounts

Services offered by NEXT GENERATION WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NEXT GENERATION WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does David Alan Massart offer?

David Alan Massart specializes in Financial Planning, Investment Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are David Alan Massart's credentials?

David Alan Massart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Alan Massart located?

David Alan Massart is based in MILWAUKEE, Wisconsin, working with NEXT GENERATION WEALTH MANAGEMENT, INC.. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does David Alan Massart charge for services?

David Alan Massart'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 GENERATION WEALTH MANAGEMENT, INC.?

NEXT GENERATION WEALTH MANAGEMENT, INC. has approximately 6 employees and manages $459M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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