Andrew Houte

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About Andrew Houte

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

See Disclosures

General Information

Firm Start Year

2001

No. of Employees

20-49

CRD#

4586318

Firm CRD#

123913

States Licensed in

WI, FL, AZ, TX

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

18 years experience as a financial advisor.

Advisory Services Provided

Financial Planning for Individuals, Tax Advice and Services, Education Funding and Planning, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, Money Management, Wealth Management, 401K Rollovers

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CRPS^®, EA, CASL^®

Securities Licenses

Series 66, Series 7

Firm Information

Advisor's Number of Planning Clients

Assets Managed by Advisor

$85M

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets, Flat Fee

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

Education

Bachelor's Degree in Finance - Finance

University of Wisconsin -LaCrosse
09/01/1998 -05/30/2002

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889892/paladinregistry-Next-Level-Planning-&-Wealth-Management-detailed-disclosure.html

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).

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