Next Generation Investing, LLC, a small investment advisory firm based out of Topeka, KS, is dedicated to providing top-notch financial guidance and management services to their clients. With over 130 individual clients and an impressive $128,000,000 in assets under management, they have established themselves as a trusted partner in the financial industry.
With a focus on personalized strategies, Next Generation Investing, LLC offers a range of services to cater to their clients' diverse needs. They act as a registered representative of a broker-dealer, an insurance broker or agent, as well as an accountant or accounting firm. Their extensive experience in managing employer 401Ks and individual portfolios sets them apart in the industry.
The firm's compensation structure is designed to align their interests with their clients' success. They offer various fee options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and flexibility.
Next Generation Investing, LLC takes pride in their team of highly skilled professionals. With a total of three employees, each of whom specializes in investment advisory services, they deliver exceptional value to their clients. On average, their investment advisors manage approximately $42,670,000 in assets under management.
The firm boasts a team of seasoned advisors, including Joel Kasten, Ryan Shumaker, and Roger Shumaker, who bring a wealth of knowledge and expertise to the table. Their commitment to client satisfaction and long-term financial success sets Next Generation Investing, LLC apart as a leader in the investment advisory field.