wiseradvisor


Andrew Houte, CFP®, EA, CRPS®, CASL®
Next Level Planning & Wealth Management

Tel: 414-369-6627
325 N. Corporate Drive, Suite 120
Brookfield, WI 53045
Next Level Planning & Wealth Management | Financial Advisor in Brookfield ,WI

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

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General Information

Firm Start Year:   2001
No. of Employees:   20-49
States Licensed in:   WI, FL, AZ, TX
Number of Years with Current Firm:   6
Work Experience:   18 years experience as a financial advisor.
Advisory Services Provided:   Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Financial Planning

Services

Investment Types:   Exchange Traded Funds (ETFs), Mutual Funds, Annuities, Stocks
Can meet clients in the following ways:   Our Office, Phone, Your Home, Video Conference

Firm Information

Advisor's Number of Planning Clients:   85
Assets Managed by Advisor:   $85M

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:   NA

Education

Bachelor's Degree in Finance  - Finance   University of Wisconsin -LaCrosse
09/01/1998-05/30/2002

Financial Services

Financial Planning for Individuals

Yes. Financial Planning is part of the services offered through our firm.

Financial Advice & Consulting

Yes. Financial Advice & Consulting is part of our financial planning process.

Portfolio Management

Yes. Portfolio Management is part of our financial planning process.

Retirement Planning

Yes. Retirement Planning is an emphasized part of our financial planning process.

401K Rollovers

Yes. 401(k) Rollovers may be a part of our financial planning process.

Tax Planning & Mitigation

Yes. Tax Advice and Tax Planning is part of our financial planning process.

Education Funding & Planning

Yes. Education Funding is part of our financial planning process.

Wealth Management

Yes. Wealth Management is part of our financial planning process.

Risk Management

Yes. Risk Management is part of our financial planning process.

Money Management

Yes. Money Management is part of our financial planning process.


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).

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM
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