NEXT GENERATION WEALTH MANAGEMENT, INC.

MILWAUKEE, Wisconsin·2 registered advisors·CRD# 134057
SEC# 801-677480414-257-4248
01

Firm Overview

AUM
$459M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NEXT GENERATION WEALTH MANAGEMENT, INC.

2 registered advisors
David Alan Massart
MILWAUKEE, Wisconsin
Jeffrey William Kralovec
MILWAUKEE, Wisconsin
05

Office Locations

MILWAUKEE, Wisconsin
2 advisors

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Data sourced from SEC Form ADV filings. NEXT GENERATION WEALTH MANAGEMENT, INC. (CRD# 134057) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.