wiseradvisor

Andrew Houte, CASL®, EA, CRPS®, CFP®
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 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.


General Information

Firm Start Year:   2001
No.of Employees:   20-49
Gender:   Male
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:   Tax Advice and Services, Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Advice & Consulting, Financial Planning


Services

Investment Types:   Annuities, Exchange Traded Funds (ETFs), Stocks, Mutual Funds
I can meet clients in the following ways:   Via Phone, At your home, Video Conference, At my office


Firm Information

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


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Flat Fee, Based on Assets
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



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).

Andrew Houte

Andrew Houte

CASL®, EA, CRPS®, CFP®

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

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My 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.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM