Next Level Planning & Wealth Management Management Team

Contact top employees from Next Level Planning & Wealth Manageme...

Summary

Comprehensive Financial Planning and Wealth Management Strategies with an Educational Approach

While broad in the wealth of knowledge we provide, our business philosophy is centered on cl...Show more

Industries

Financial Services

Headquarters Location

325 N. Corporate Drive, Brookfield, WI, 53045 US

Employees Size

10-50 employees

Specialties

Financial Planning, Wealth Management

Founded

2001

Contact Next Level Planning & Wealth Management

Organization Website

nlpwm.com

Social Links

Phone Number

+1-414-369-6620

Competitors

	Founded	Type	Employees	Revenue	Funding
MITCHELL SINKLER & STARR	1969	Privately Held	1-10	-	$-
Otivo	2016	-	10-50	-	$-

Employees Turnover 2 quarter 2025

Length of Employment

Employee tenure at Next Level Planning & Wealth Management shows a diverse range of experience levels:

6% have been with the company for less than 1 year11% for 1–2 years22% for 3–4 years17% for 5–7 years39% for 8–10 years6% have over 11 years of service at Next Level Planning & Wealth Management

Discover More