NEXT LEVEL WEALTH PLANNING, LLC
CRD #327644 SEC #801-128745 MERIDIAN, ID 208-376-6949
SEC Registered
Total AUM
$305.4M
Discretionary
$297.8M
Employees
5
Clients
--
Accounts
1,466
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Idaho
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 16, 2025
- 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 |
|---|---|---|---|---|
| EAMON, KAREN, JEAN | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | Control |
| EAMON, KAREN, JEAN | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | Control |
| EAMON, KAREN, JEAN | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | Control |
| EAMON, KAREN, JEAN | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | Control |
| EAMON, KAREN, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EAMON, KAREN, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EAMON, KAREN, JEAN | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | Control |
| EAMON, KAREN, JEAN | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | Control |
| EAMON, KAREN, JEAN | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | Control |
| EAMON, KAREN, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EAMON, KAREN, JEAN | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | Control |
| EAMON, KAREN, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EAMON, KAREN, JEAN | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | Control |
| EAMON, KAREN, JEAN | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | Control |
| EAMON, KAREN, JEAN | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | Control |
| EAMON, KAREN, JEAN | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | Control |
| EAMON, KAREN, JEAN | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | Control |
| EAMON, KAREN, JEAN | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | Control |
| EAMON, KAREN, JEAN | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | Control |
| EAMON, KAREN, JEAN | I | CHIEF COMPLIANCE OFFICER, MANAGER | NA | Control |
| MAJORS FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MAJORS FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MAJORS FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MAJORS FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MAJORS FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MAJORS FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MAJORS FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MAJORS FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MAJORS FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MAJORS FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MAJORS FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MAJORS FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MAJORS FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MAJORS FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MAJORS FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MAJORS FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MAJORS FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MAJORS FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MAJORS FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MAJORS FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MCCARNEY FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MCCARNEY FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MCCARNEY FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MCCARNEY FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MCCARNEY FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MCCARNEY FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MCCARNEY FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MCCARNEY FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MCCARNEY FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MCCARNEY FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MCCARNEY FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MCCARNEY FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MCCARNEY FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MCCARNEY FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MCCARNEY FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MCCARNEY FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MCCARNEY FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MCCARNEY FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MCCARNEY FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MCCARNEY FINANCIAL GROUP LLC | DE | MEMBER | C | Control |
| MFA WEALTH MANAGEMENT LLC | DE | MEMBER | C | Control |
| MFA WEALTH MANAGEMENT LLC | DE | MEMBER | C | Control |
| MFA WEALTH MANAGEMENT LLC | DE | MEMBER | C | Control |
| MFA WEALTH MANAGEMENT LLC | DE | MEMBER | C | Control |
| MFA WEALTH MANAGEMENT LLC | DE | MEMBER | C | Control |
| MFA WEALTH MANAGEMENT LLC | DE | MEMBER | C | Control |
| MFA WEALTH MANAGEMENT LLC | DE | MEMBER | C | Control |
| MFA WEALTH MANAGEMENT LLC | DE | MEMBER | C | Control |
| MFA WEALTH MANAGEMENT LLC | DE | MEMBER | C | Control |
| MFA WEALTH MANAGEMENT LLC | DE | MEMBER | C | Control |
| MFA WEALTH MANAGEMENT LLC | DE | MEMBER | C | Control |
| MFA WEALTH MANAGEMENT LLC | DE | MEMBER | C | Control |
| MFA WEALTH MANAGEMENT LLC | DE | MEMBER | C | Control |
| MFA WEALTH MANAGEMENT LLC | DE | MEMBER | C | Control |
| MFA WEALTH MANAGEMENT LLC | DE | MEMBER | C | Control |
| MFA WEALTH MANAGEMENT LLC | DE | MEMBER | C | Control |
| MFA WEALTH MANAGEMENT LLC | DE | MEMBER | C | Control |
| MFA WEALTH MANAGEMENT LLC | DE | MEMBER | C | Control |
| MFA WEALTH MANAGEMENT LLC | DE | MEMBER | C | Control |
| MFA WEALTH MANAGEMENT LLC | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ABOUSSIE, MICHAEL, FOWLER | I | MFA WEALTH MANAGEMENT LLC | E | Control |
| ABOUSSIE, MICHAEL, FOWLER | I | MFA WEALTH MANAGEMENT LLC | E | Control |
| ABOUSSIE, MICHAEL, FOWLER | I | MFA WEALTH MANAGEMENT LLC | E | Control |
| ABOUSSIE, MICHAEL, FOWLER | I | MFA WEALTH MANAGEMENT LLC | E | Control |
| ABOUSSIE, MICHAEL, FOWLER | I | MFA WEALTH MANAGEMENT LLC | E | Control |
| ABOUSSIE, MICHAEL, FOWLER | I | MFA WEALTH MANAGEMENT LLC | E | Control |
| ABOUSSIE, MICHAEL, FOWLER | I | MFA WEALTH MANAGEMENT LLC | E | Control |
| ABOUSSIE, MICHAEL, FOWLER | I | MFA WEALTH MANAGEMENT LLC | E | Control |
| ABOUSSIE, MICHAEL, FOWLER | I | MFA WEALTH MANAGEMENT LLC | E | Control |
| ABOUSSIE, MICHAEL, FOWLER | I | MFA WEALTH MANAGEMENT LLC | E | Control |
| ABOUSSIE, MICHAEL, FOWLER | I | MFA WEALTH MANAGEMENT LLC | E | Control |
| ABOUSSIE, MICHAEL, FOWLER | I | MFA WEALTH MANAGEMENT LLC | E | Control |
| ABOUSSIE, MICHAEL, FOWLER | I | MFA WEALTH MANAGEMENT LLC | E | Control |
| ABOUSSIE, MICHAEL, FOWLER | I | MFA WEALTH MANAGEMENT LLC | E | Control |
| ABOUSSIE, MICHAEL, FOWLER | I | MFA WEALTH MANAGEMENT LLC | E | Control |
| MAJORS, CHAD, THOMAS | I | MAJORS FINANCIAL GROUP LLC | E | Control |
| MAJORS, CHAD, THOMAS | I | MAJORS FINANCIAL GROUP LLC | E | Control |
| MAJORS, CHAD, THOMAS | I | MAJORS FINANCIAL GROUP LLC | E | Control |
| MAJORS, CHAD, THOMAS | I | MAJORS FINANCIAL GROUP LLC | E | Control |
| MAJORS, CHAD, THOMAS | I | MAJORS FINANCIAL GROUP LLC | E | Control |
| MAJORS, CHAD, THOMAS | I | MAJORS FINANCIAL GROUP LLC | E | Control |
| MAJORS, CHAD, THOMAS | I | MAJORS FINANCIAL GROUP LLC | E | Control |
| MAJORS, CHAD, THOMAS | I | MAJORS FINANCIAL GROUP LLC | E | Control |
| MAJORS, CHAD, THOMAS | I | MAJORS FINANCIAL GROUP LLC | E | Control |
| MAJORS, CHAD, THOMAS | I | MAJORS FINANCIAL GROUP LLC | E | Control |
| MAJORS, CHAD, THOMAS | I | MAJORS FINANCIAL GROUP LLC | E | Control |
| MAJORS, CHAD, THOMAS | I | MAJORS FINANCIAL GROUP LLC | E | Control |
| MAJORS, CHAD, THOMAS | I | MAJORS FINANCIAL GROUP LLC | E | Control |
| MAJORS, CHAD, THOMAS | I | MAJORS FINANCIAL GROUP LLC | E | Control |
| MAJORS, CHAD, THOMAS | I | MAJORS FINANCIAL GROUP LLC | E | Control |
| MCCARNEY, JACOB, EDWARD | I | MCCARNEY FINANCIAL GROUP LLC | E | Control |
| MCCARNEY, JACOB, EDWARD | I | MCCARNEY FINANCIAL GROUP LLC | E | Control |
| MCCARNEY, JACOB, EDWARD | I | MCCARNEY FINANCIAL GROUP LLC | E | Control |
| MCCARNEY, JACOB, EDWARD | I | MCCARNEY FINANCIAL GROUP LLC | E | Control |
| MCCARNEY, JACOB, EDWARD | I | MCCARNEY FINANCIAL GROUP LLC | E | Control |
| MCCARNEY, JACOB, EDWARD | I | MCCARNEY FINANCIAL GROUP LLC | E | Control |
| MCCARNEY, JACOB, EDWARD | I | MCCARNEY FINANCIAL GROUP LLC | E | Control |
| MCCARNEY, JACOB, EDWARD | I | MCCARNEY FINANCIAL GROUP LLC | E | Control |
| MCCARNEY, JACOB, EDWARD | I | MCCARNEY FINANCIAL GROUP LLC | E | Control |
| MCCARNEY, JACOB, EDWARD | I | MCCARNEY FINANCIAL GROUP LLC | E | Control |
| MCCARNEY, JACOB, EDWARD | I | MCCARNEY FINANCIAL GROUP LLC | E | Control |
| MCCARNEY, JACOB, EDWARD | I | MCCARNEY FINANCIAL GROUP LLC | E | Control |
| MCCARNEY, JACOB, EDWARD | I | MCCARNEY FINANCIAL GROUP LLC | E | Control |
| MCCARNEY, JACOB, EDWARD | I | MCCARNEY FINANCIAL GROUP LLC | E | Control |
| MCCARNEY, JACOB, EDWARD | I | MCCARNEY FINANCIAL GROUP LLC | E | Control |
Registrations
Federal
IA
Dec 16, 2025 REGISTERED
Notice Filings (8)
AZ CA CO ID OR TX UT WA
Address
1817 N LAKES PLACESTE 150
MERIDIAN, ID 83646
United States
Phone: 208-376-6949