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3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2014-05-12 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Generation Wealth, Llc | Hiawatha | IA | 08/2010 | Present |
NEXT GENERATION WEALTH, LLC. 1067 N. CENTER POINT RD. HIAWATHA, IA 52233. IS INVESTMENT RELATED. NATURE OF BUSINESS IS LLC FOR INVESTMENT BUSINESS. POSITION IS OWNER, EMPLOYEE, PARTNER. STARTED 5/12/2023. SPEND APPROX 160 HOURS/MONTH ON BUSINESS, WITH ALL HOURS DURING SECURITY TRADING HRS. DUTIES ARE AS FINANCIAL ADVISOR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-07 |
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