Unclaimed Profile

Jeffrey William Kralovec

NEXT GENERATION WEALTH MANAGEMENT, INC.·MILWAUKEE, Wisconsin

Series 6, Series 7, Series 63, Series 65Clean record22 years registeredNEXT GENERATION WEALTH MANAGEMENT, INC.

10700 RESEARCH DRIVE, MILWAUKEE, WI 53226CRD# 4011612Firm CRD# 134057

Profile Verification

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

Identity

Jeffrey William Kralovec · MILWAUKEE, WI

Registration

CRD #4011612 · NEXT GENERATION WEALTH MANAGEMENT, INC. · 22 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

Jan 2022 – present

NEXT GENERATION WEALTH MANAGEMENT, INC.

Jun 2007 – Mar 2022

MILWAUKEE, WI

WELLS FARGO INVESTMENTS, LLC

Jan 2005 – Apr 2005

MENOMONEE FALLS, WI

STRONG CAPITAL MANAGEMENT INC

Jan 2004 – Dec 2004

MENOMONEE FALLS, WI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · January 2, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Jeffrey William Kralovec offer?

Jeffrey William Kralovec specializes in Financial Planning, Investment Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Jeffrey William Kralovec's credentials?

Jeffrey William Kralovec is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey William Kralovec located?

Jeffrey William Kralovec 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 Jeffrey William Kralovec charge for services?

Jeffrey William Kralovec'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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