Andrew Houte

Next Level Planning & Wealth Management

325 N. Corporate Drive, Suite 120

Brookfield, WI 53045

414-369-6627

About Next Level Planning & Wealth Management

Our purpose is to engage with clients for them to be in position to have successful financial outcomes. The evidence from people who have been properly advised is that the real value of having a financial planner is the confidence it gives you -the sense of security, clarity and assuredness about your future.

We feel financial planning works best as a long-term, ongoing relationship. Like any relationship, the probability of success increases with good communication and expectations.

We continuously conduct surveys with our clients to determine what is important to them.

See Disclosures

General Information

Firm Start Year

2001

No. of Employees

20-49

Services

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelor's Degree in Finance - Finance

University of Wisconsin -LaCrosse
09/01/1998 -05/30/2002

Disclosures

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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1889892/retirementplanning-Next-Level-Planning-&-Wealth-Management-detailed-disclosure.html

Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Next Level Planning & Wealth Management and Great Valley Advisor Group are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (AZ, CA, CT, DC, FL, GA, IA, IL, IN, MD, MN, NC, NE, NJ, NM, NY, NV, OH, OR, PA, SD, TN, UT, WA, WI).

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