NEXT GENERATION WEALTH MANAGEMENT, INC.
CRD #134057 SEC #801-67748 MILWAUKEE, WI 414-257-4248
SEC Registered
Total AUM
$459.3M
Discretionary
$452.5M
Employees
6
Clients
101
Accounts
965
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JELACIC, PETER, CHARLES | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| KRALOVEC, JEFFREY, WILLIAM | I | CHIEF OPERATING OFFICER | NA | Control |
| KRALOVEC, JEFFREY, WILLIAM | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| KRALOVEC, JEFFREY, WILLIAM | I | CHIEF OPERATING OFFICER | NA | Control |
| KRALOVEC, JEFFREY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KRALOVEC, JEFFREY, WILLIAM | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| KRALOVEC, JEFFREY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KRALOVEC, JEFFREY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KRALOVEC, JEFFREY, WILLIAM | I | CHIEF OPERATING OFFICER | NA | Control |
| KRALOVEC, JEFFREY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KRALOVEC, JEFFREY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KRALOVEC, JEFFREY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KRALOVEC, JEFFREY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KRALOVEC, JEFFREY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KRALOVEC, JEFFREY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KRALOVEC, JEFFREY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KRALOVEC, JEFFREY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KRALOVEC, JEFFREY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KRALOVEC, JEFFREY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KRALOVEC, JEFFREY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KRALOVEC, JEFFREY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRAATEN, DAVID, ARNOLD | I | FOUNDER | D | Control |
| BRAATEN, DAVID, ARNOLD | I | CO-FOUNDER | D | Control |
| BRAATEN, DAVID, ARNOLD | I | FOUNDER | D | Control |
| BRAATEN, DAVID, ARNOLD | I | CO-FOUNDER | D | Control |
| BRAATEN, DAVID, ARNOLD | I | CO-FOUNDER | D | Control |
| BRAATEN, DAVID, ARNOLD | I | CO-FOUNDER | D | Control |
| BRAATEN, DAVID, ARNOLD | I | CO-FOUNDER | D | Control |
| BRAATEN, DAVID, ARNOLD | I | FOUNDER | D | Control |
| BRAATEN, DAVID, ARNOLD | I | CO-FOUNDER | D | Control |
| BRAATEN, DAVID, ARNOLD | I | CO-FOUNDER | D | Control |
| BRAATEN, DAVID, ARNOLD | I | CO-FOUNDER | D | Control |
| BRAATEN, DAVID, ARNOLD | I | CO-FOUNDER | D | Control |
| BRAATEN, DAVID, ARNOLD | I | CO-FOUNDER | D | Control |
| BRAATEN, DAVID, ARNOLD | I | CO-FOUNDER | D | Control |
| BRAATEN, DAVID, ARNOLD | I | CO-FOUNDER | D | Control |
| BRAATEN, DAVID, ARNOLD | I | CO-FOUNDER | D | Control |
| BRAATEN, DAVID, ARNOLD | I | CO-FOUNDER | D | Control |
| BRAATEN, DAVID, ARNOLD | I | CO-FOUNDER | D | Control |
| BRAATEN, DAVID, ARNOLD | I | CO-FOUNDER | D | Control |
| BRAATEN, DAVID, ARNOLD | I | CO-FOUNDER | D | Control |
| MASSART, DAVID, ALAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| MASSART, DAVID, ALAN | I | PRESIDENT & CO-FOUNDER | C | Control |
| MASSART, DAVID, ALAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| MASSART, DAVID, ALAN | I | PRESIDENT & CO-FOUNDER | C | Control |
| MASSART, DAVID, ALAN | I | PRESIDENT & CO-FOUNDER | C | Control |
| MASSART, DAVID, ALAN | I | PRESIDENT & CO-FOUNDER | C | Control |
| MASSART, DAVID, ALAN | I | PRESIDENT & CO-FOUNDER | C | Control |
| MASSART, DAVID, ALAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| MASSART, DAVID, ALAN | I | PRESIDENT & CO-FOUNDER | C | Control |
| MASSART, DAVID, ALAN | I | PRESIDENT & CO-FOUNDER | C | Control |
| MASSART, DAVID, ALAN | I | PRESIDENT & FOUNDING PARTNER | C | Control |
| MASSART, DAVID, ALAN | I | PRESIDENT & FOUNDING PARTNER | C | Control |
| MASSART, DAVID, ALAN | I | PRESIDENT & FOUNDING PARTNER | C | Control |
| MASSART, DAVID, ALAN | I | PRESIDENT & FOUNDING PARTNER | C | Control |
| MASSART, DAVID, ALAN | I | PRESIDENT & FOUNDING PARTNER | C | Control |
| MASSART, DAVID, ALAN | I | PRESIDENT & FOUNDING PARTNER | C | Control |
| MASSART, DAVID, ALAN | I | PRESIDENT & FOUNDING PARTNER | C | Control |
| MASSART, DAVID, ALAN | I | PRESIDENT & FOUNDING PARTNER | C | Control |
| MASSART, DAVID, ALAN | I | PRESIDENT & FOUNDING PARTNER | C | Control |
| MASSART, DAVID, ALAN | I | PRESIDENT & FOUNDING PARTNER | C | Control |
Registrations
Federal
IA
Mar 29, 2021 REGISTERED
Notice Filings (7)
AZ CA FL IL NH TX WI
Address
10700 RESEARCH DRIVESUITE 150
MILWAUKEE, WI 53226
United States
Phone: 414-257-4248