Bradley Paul Zwanziger

Employer firm

Nations Financial Group, Inc. CRD 44181

$4.77B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Nations Financial Group, Inc.

3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2014-05-12

IA RA
APPROVED

Since 2014-05-12

Branch Locations

1067 N. Center Point Rd, Hiawatha, IA 52233 • United States

Disclosures

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.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Next Generation Wealth, Llc	Hiawatha	IA	08/2010	Present

08/2010 → Present

Next Generation Wealth, Llc

Hiawatha, IA

Other Businesses

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.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-05-07

S65 Uniform Investment Adviser Law Examination

2014-05-07

View on SEC IAPD

Employer firm

Current Employers

Nations Financial Group, Inc.

Disclosures

Employment History

Other Businesses

Exams

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