NEXT GENERATION INVESTING, LLC

5909 Sw 28th St. #100
Topeka, Kansas 66614
Tel: 785-228-0222

About NEXT GENERATION INVESTING, LLC

NEXT GENERATION INVESTING, LLC, formally registered with the SEC as NEXT GENERATION INVESTING, LLC. The firm was established in 09/27/2021. They have over 1 offices throughout the country.

NEXT GENERATION INVESTING, LLC is a Topeka, Kansas based Financial Planning firm with nearly $128,000,000 assets under management, offering retirement planning & investment advisory services to 250 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	149017
SEC#	801-122399
Assets Managed by Firm	$128,000,000
No. of Clients	250
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	250	$128,000,000
Individuals (other than high net worth individuals)	130	$47,000,000
High net worth individuals	115	$79,000,000
Charitable organizations	Fewer than 5 clients	$1,000,000
Corporations or other businesses	Fewer than 5 clients	$1,000,000

More Retirement Planning firms in Topeka, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56
FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211	$15,083,813,669	14421	68
KORNITZER CAPITAL MANAGEMENT, INC. 5420 West 61st Place Mission, KS, 66205-3084	$7,212,926,049	5032	40

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