New Generation Wealth Management, (A Registered Investment Advisor) Revenue
Financial Services • 
Champlin, Minnesota, United States • 1-10 Employees
New Generation Wealth Management, (A Registered Investment Advisor) revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Key Contact at New Generation Wealth Management, (A Registered Investment Advisor)
Kory A. Holker
President
Company overview
| Headquarters | Champlin, Minnesota, United States |
| Phone number | +16127411650 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, RIA, Registered Investment Advisor, Insurance, Investing, Estate Planning, Financial Planning, Wealth Management, Retirement Income, Tax Planning, Federal Employee Benefits |
| Founded | 2017 |
| Employees | 1-10 |
| Socials |
New Generation Wealth Management, (A Registered Investment Advisor) Email Formats
New Generation Wealth Management, (A Registered Investment Advisor) uses 1 email format. The most common is {first initial} (e.g., j@newgenwm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@newgenwm.com | 100% |
About New Generation Wealth Management, (A Registered Investment Advisor)
Any financial professional can manage an investment portfolio for performance. But New Generation Wealth Management, LLC first creates a comprehensive plan, and then manages your investment portfolio to reduce key financial risks. For example, we help our clients reduce the risks that they will overpay in taxes, outlive their money, or face financial ruin due to a long-term care event. We are a Registered Investment Advisor whose Representatives include an Accredited Investment Fiduciary®, Accredited Tax Advisor, and a licensed Attorney. Having investment, tax, and legal expertise sets us apart from other firms as a one-stop-shop for our clients’ total wealth management needs. Our Bucket Retirement Plan is designed to weather the ups and downs of the stock market while providing guaranteed retirement income. The plan is customized to fit your needs by assessing your individual risk tolerance and income goals, as well as addressing taxes and long-term care concerns. To find out more, schedule a 15-minute introductory phone call to see how we can help you. Plan now to retire happy!
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
New Generation Wealth Management, (A Registered Investment Advisor) has never raised funding before.
New Generation Wealth Management, (A Registered Investment Advisor) Tech Stack
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