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NEXT GENERATION INVESTING, LLC

5909 Sw 28th St. #100
Topeka, Kansas 66614
Tel: 785-228-0222

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About NEXT GENERATION INVESTING, LLC

NEXT GENERATION INVESTING, LLC, formally registered with the SEC as NEXT GENERATION INVESTING, LLC. The firm was established in 09/27/2021. They have over 1 offices throughout the country.

NEXT GENERATION INVESTING, LLC is a Topeka, Kansas based Financial Planning firm with nearly $128,000,000 assets under management, offering retirement planning & investment advisory services to 250 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#149017
SEC#801-122399
Assets Managed by Firm$128,000,000
No. of Clients250
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total250$128,000,000
Individuals (other than high net worth individuals)130$47,000,000
High net worth individuals115$79,000,000
Charitable organizationsFewer than 5 clients$1,000,000
Corporations or other businessesFewer than 5 clients$1,000,000

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MARINER WEALTH
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AE WEALTH MANAGEMENT, LLC
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$27,082,623,332277294578
PRIME CAPITAL FINANCIAL
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$24,362,866,55230635353

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