Next Level Planning & Wealth Management Email Formats

Financial Services • Brookfield, Wisconsin, United States • 21-50 Employees

Next Level Planning & Wealth Management Email Formats

Next Level Planning & Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@nlpwm.com), used 85% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@nlpwm.com	85%
{first name}.{last name}	john.doe@nlpwm.com	15%

Key Contacts at Next Level Planning & Wealth Management

John Jonas

Director Of Human Resources

Loren Brandrup

Director Of Group Benefits

Andrew Houte

Partner, Director -Retirement Planning, Cfp®, Crps®Casl

Company overview

Headquarters	325 N. Corporate Drive, Suite 120, Brookfield, WI 53045, US
Phone number	+14143696620
Website	nlpwm.com
NAICS	52
SIC	874
Keywords	Financial Planning And Wealth Management
Founded	2001
Employees	21-50
Socials

About Next Level Planning & 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

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Partner

Director

Employees by Department

Next Level Planning & Wealth Management has 9 employees across 2 departments.

Departments

Number of employees

Funding Data

Next Level Planning & Wealth Management has never raised funding before.

Next Level Planning & Wealth Management Tech Stack

Discover the technologies and tools that power Next Level Planning & Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

Slick

JavaScript libraries

PHP

Programming languages

Open Graph

Miscellaneous

WordPress

Blogs

Google Analytics

Analytics

Google Maps

Maps

MySQL

Databases

Microsoft 365

Frequently asked questions

Next Level Planning & Wealth Management is located in Brookfield, Wisconsin, US.

You can reach Next Level Planning & Wealth Management at +14143696620.

Next Level Planning & Wealth Management was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.

Next Level Planning & Wealth Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.