Business Description

The Customized Retirement Income Model (CRI) is a time and asset weighted frame work designed to turn your assets into a durable inflation adjusted income stream. By utilizing multiple asset classes, the model seeks to provide higher current income while preserving your principle.

General Information

Gender:

Male

CRD#:

2114780

Firm CRD#:

325733

Insurance License#:

760139

Name of Broker/Dealer:

Next Financial Group, Inc.

States Licensed in:

Texas currently

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors, Businesses

Education

Academic Background

Undergraduate Deg. Indiana Univ. General Studies Concentrations in Bus. / Sociology

Services

Investment Types:

Variable Insurance Products, Alternative Investments, Bonds, Exchange Traded Funds (ETFs), Mutual Funds, Annuities, Stocks, Socially Responsible Investments (SRI)

Qualifications & Memberships

Certifications, Accreditations & Designations:

Registered Investment Advisor (RIA) (State or SEC) or RIA representative

Securities Licenses:

Series 63, Life & Health, Series 7, Series 65

Insurance and Annuity Licenses:

Health, Annuity, Disability, Variable Life, Long Term Care, Variable Annuity, Accident, Life

Firm Information

Number of Advisors in Office:

Up to 10 employees

Compliance

Registered Representative:

Yes

Compensation & Fees

Minimum Portfolio Size for New Managed Accounts:

50000

Compensation Methods:

Based on Assets, Commissions

Prepared By:

Vance Feiler

Most Recent Update:

08/25/2008