VETTED

Andrew Houte

CASL^®, EA, CRPS^®, CFP^®

Tel: 414-369-6627 325 N. Corporate Drive, Suite 120 Brookfield, WI 53045

About Andrew Houte

Partner at Next Level Planning & Wealth Management CERTIFIED FINANCIAL PLANNER™ professional Chartered Advisor for Senior Living (CASL^®) Chartered Retirement Plan SpecialistSM (CRPS^®)

Andrew is often quoted in various print media outlets including The Wall Street Journal, Money Magazine, Kiplingers, Investment News, USA Today, Market Watch, Bloomberg, and others. Investment Advisor Representative of Great Valley Advisor Group, a registered investment advisor. Member of the Next Level Planning & Wealth Management since 2015

About Next Level Planning & Wealth Management

Our purpose is to engage with clients for them to be in position to have successful financial outcomes. The evidence from people who have been properly advised is that the real value of having a financial planner is the confidence it gives you -the sense of security, clarity and assuredness about your future.

We feel financial planning works best as a long-term, ongoing relationship. Like any relationship, the probability of success increases with good communication and expectations.

We continuously conduct surveys with our clients to determine what is important to them.

See Disclosures

General Information

Firm Start Year:

2001

No. of Employees:

20-49 Employees

States Licensed in:

WI, FL, AZ, TX

Number of Years with Current Firm:

Work Experience:

18 years experience as a financial advisor.

Advisory Services Provided:

Financial Planning for Individuals, Tax Advice and Services, Education Funding and Planning, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, Money Management, Wealth Management, 401K Rollovers

Services

Investment Types:

Mutual Funds, Stocks, Annuities, Exchange Traded Funds (ETFs)

Can meet clients in the following ways:

Your Home, Our Office, Phone, Video Conference

Compensation and Fees

Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$250,000

Compensation Methods:

Based on Assets, Flat Fee

Additional Details on Charges:

We charge via Assets Under Manangement (AUM) or via a subscription model

Minimum Fee Charged for Managed Accounts:

.50%

Minimum Fee Charged for Hourly Planning Accounts:

Firm Information

Advisor's Number of Planning Clients:

Total Assets Under Management by Advisor:

$85M

Preferred meeting methods

I provide a free initial consultation:

Yes

Education

Bachelor's Degree in Finance - Finance:

University of Wisconsin -LaCrosse

09/01/1998 - 05/30/2002

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1889892/wiseradvisor-next-level-planning-&-wealth-management-detailed-disclosure.html

Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Next Level Planning & Wealth Management and Great Valley Advisor Group are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (AZ, CA, CT, DC, FL, GA, IA, IL, IN, MD, MN, NC, NE, NJ, NM, NY, NV, OH, OR, PA, SD, TN, UT, WA, WI).

18 Years of Experience

CRD# 4586318 Firm CRD# 123913Series: 66, 7

Compliance

Registered Investment AdvisorYes

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Office Hours

Monday9:00 AM - 6:00 PM

Tuesday9:00 AM - 6:00 PM

Wednesday9:00 AM - 6:00 PM

Thursday9:00 AM - 6:00 PM