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Next Level Planning & Wealth Management

Holistic Financial Education and Management

About Next Level Planning & Wealth Management

This company offers comprehensive financial planning and wealth management strategies with an educational approach, acting as personal financial coaches for clients

Key facts

Industry
Financial Services
Company size
11–50 employees
Headquarters
Brookfield, Wisconsin, United States
Founded
2001
Revenue
$4.8M – $56.8MTamtam estimate
Website
nlpwm.com
LinkedIn
linkedin.com/company/next-level-planning-wealth-management

Next Level Planning & Wealth Management at a glance

Next Level Planning & Wealth Management is a B2C company in the Financial Services industry, headquartered in Brookfield, Wisconsin, United States.

Next Level Planning & Wealth Management was founded in 2001.

Next Level Planning & Wealth Management has 11–50 employees.

Next Level Planning & Wealth Management's revenue is $4.8M – $56.8M (Tamtam estimate).

Frequently asked questions about Next Level Planning & Wealth Management

What is Next Level Planning & Wealth Management's revenue?

Tamtam estimates Next Level Planning & Wealth Management's annual revenue at $4.8M – $56.8M.

How many employees does Next Level Planning & Wealth Management have?

Next Level Planning & Wealth Management has 11–50 employees.

Where is Next Level Planning & Wealth Management headquartered?

Next Level Planning & Wealth Management is headquartered in Brookfield, Wisconsin, United States.

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