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NEXT LEVEL WEALTH PLANNING, LLC
NEXT LEVEL WEALTH PLANNING, LLC
MERIDIAN, Idaho
·
4 registered advisors
·
CRD# 327644
SEC# 801-128745
0
208-376-6949
01
Firm Overview
AUM
$244M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at NEXT LEVEL WEALTH PLANNING, LLC
4 registered advisors
Chad Thomas Majors
MERIDIAN, Idaho
CRD# 4521770
Jacob Edward Mccarney
MERIDIAN, Idaho
CRD# 4824501
Karen Jean Eamon
MERIDIAN, Idaho
CRD# 6701610
Michael Fowler Aboussie
MERIDIAN, Idaho
CRD# 5727927
05
Office Locations
MERIDIAN, Idaho
4 advisors
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Data sourced from SEC Form ADV filings. NEXT LEVEL WEALTH PLANNING, LLC (CRD# 327644) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.