NEXT LEVEL WEALTH PLANNING, LLC of MERIDIAN, ID is an SEC-registered investment adviser (CRD 327644). Regulatory assets under management: $322.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Other.
| Name | Role | Location |
|---|---|---|
| Karen Jean Eamon | CHIEF COMPLIANCE OFFICER, MANAGER | — |
| Michael Fowler Aboussie | MANAGING MEMBER | — |
| Jacob Edward Mccarney | MANAGING MEMBER | — |
| Chad Thomas Majors | MANAGING MEMBER | — |
| MAJORS ZACHARY THOMAS | MANAGING MEMBER | — |
| EAMON KAREN JEAN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MANAGER | — |
| ABOUSSIE MICHAEL FOWLER | MANAGING MEMBER | — |
| MCCARNEY JACOB EDWARD | MANAGING MEMBER | — |