Next Level Planning & Wealth Management LLC

Next Level financial planning and wealth management advisors will help customize a financial strategy that best aligns with your financial goals.

Phone

(414) 369-6620

Daniel Fleming

Partner, Financial Advisor at Next Level Planning & Wealth Management LLC

Eric Liek

Certified Financial Planner at Next Level Planning & Wealth Management LLC

Jacob Gustafson

Certified Financial Planner at Next Level Planning & Wealth Management LLC

Paul Tourville

Partner and Financial Advisor at Next Level Planning & Wealth Management LLC

Jason Speich

Board President at Next Level Planning & Wealth Management LLC

Loren Brandrup

Director of Group Benefits at Next Level Planning & Wealth Management LLC

Kyle Thomas

Financial Advisor at Next Level Planning & Wealth Management LLC