NEXTGEN FINANCIAL ADVICE LLC

NEXTGEN FINANCIAL ADVICE LLC is an SEC-registered investment adviser (CRD 292468). Regulatory assets under management: $8.8M.

Registration

• CRD: 292468
• Type: Registered investment adviser
• Phone: 952-373-1362
• Latest filing: 2026-05-07
• Regulatory AUM: $8.8M
• Discretionary AUM: $7.9M
• Non-discretionary AUM: $902K
• Clients: 1
• Accounts: 175

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292468 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search