# NEXT GENERATION WEALTH MANAGEMENT, INC.

NEXT GENERATION WEALTH MANAGEMENT, INC. of MILWAUKEE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 134057
- Type: SEC-registered investment adviser
- SEC file number: 801-67748
- Location: 10700 RESEARCH DRIVE, SUITE 150, MILWAUKEE, WI, 53226
- Phone: 414-257-4248
- Latest filing: 2021-03-29
- Regulatory AUM: $459.3M
- Discretionary AUM: $452.5M
- Non-discretionary AUM: $6.8M
- Clients: 6
- Accounts: 965

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| JELACIC PETER CHARLES | DIRECTOR OF FINANCIAL PLANNING | — |
| BRAATEN DAVID ARNOLD | CO-FOUNDER; FOUNDER | — |
| MASSART DAVID ALAN | PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT & CO-FOUNDER; PRESIDENT & FOUNDING PARTNER | — |
| KRALOVEC JEFFREY WILLIAM | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | — |
| MENDEN JENNIFER MARIE | VICE PRESIDENT PRIVATE CLIENT GROUP | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134057/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134057/similar
- Related entities: https://search.stillhousedata.com/firm/134057/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134057

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.