Next Level Planning and Wealth Management Revenue and Competitors
Estimated Revenue & Valuation
- Next Level Planning and Wealth Management's estimated annual revenue is currently $4.1M per year.
- Next Level Planning and Wealth Management's estimated revenue per employee is $147,000
Employee Data
- Next Level Planning and Wealth Management has 28 Employees.
- Next Level Planning and Wealth Management grew their employee count by 8% last year.
Next Level Planning and Wealth Management's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Director -Retirement Planning | Reveal Email/Phone |
2 | Director-Retirement Planning | Reveal Email/Phone |
3 | Director Operations | Reveal Email/Phone |
4 | Director Group Benefits | Reveal Email/Phone |
5 | Partner | Reveal Email/Phone |
6 | Financial Advisor | Reveal Email/Phone |
7 | Digital Media Specialist | Reveal Email/Phone |
8 | Partner | Reveal Email/Phone |
9 | Certified Financial Planner | Reveal Email/Phone |
10 | Financial Advisor | Reveal Email/Phone |
Next Level Planning and Wealth Management Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $2.9M | 20 | 25% | N/A | N/A |
#2 | $3.7M | 25 | 4% | N/A | N/A |
#3 | $3.8M | 26 | -19% | N/A | N/A |
#4 | $6.9M | 41 | -5% | N/A | N/A |
#5 | $6.2M | 37 | 6% | N/A | N/A |
#6 | $94M | 358 | 6% | N/A | N/A |
#7 | $21.6M | 103 | N/A | N/A | N/A |
#8 | $5.9M | 35 | -5% | N/A | N/A |
#9 | $354.6M | 1206 | 12% | N/A | N/A |
#10 | $0.5M | 5 | 25% | N/A | N/A |
What Is Next Level Planning and Wealth Management?
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 close personal relationships with our clients. We equate this relationship not merely as an investment advisor but more so as a “personal financial coach†who delivers comprehensive financial education and management. Our highly skilled team of advisors, combined with our network of experienced financial professionals, offers our clients input and access to all segments of the financial world—like a financial concierge. We then offer an educational approach through holistic workplace financial education to help you make wise and informed financial decisions that will help you pursue your financial goals. Contact us at (414) 369-6620 or email us at NextLevel@nlpwm.com
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Total Funding
28
Number of Employees
$4.1M
Revenue (est)
8%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Brookfield
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $5.3M | 28 | 4% | N/A |
#2 | $4.1M | 28 | -10% | N/A |
#3 | $6M | 28 | -7% | N/A |
#4 | $5.7M | 28 | 8% | N/A |
#5 | $5.3M | 28 | 4% | N/A |