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
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 | |
| 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 |
| Can meet clients in the following ways: | Via Phone, Your Home, Video Conference, Our Office |
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: | 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 |
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. |
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). |
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
| 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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