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Clint Matthew Haynes

Nextgen Wealth

Lee'S Summit, MO

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Current Employers
Nextgen Wealth

Lee'S Summit, MO • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-07-19
KS RA APPROVED 2014-09-22
MO RA APPROVED 2014-09-05
  • TX RA
    APPROVED_RES
    Since 2017-07-19
  • KS RA
    APPROVED
    Since 2014-09-22
  • MO RA
    APPROVED
    Since 2014-09-05

Branch Locations

Lee'S Summit, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nextgen Wealth, Llc Lee'S Summit MO 06/2014 Present
  • 06/2014 → Present
    Nextgen Wealth, Llc
    Lee'S Summit, MO
Previous Registrations
  • 2013-02-25 → 2014-08-14
    Kansas City, MO
  • 2007-01-03 → 2012-12-31
    Financial Engines Advisor Center, Llc
    Overland Park, KS
  • 2007-12-03 → 2009-12-31
    The Mutual Fund Store
    Overland Park, KS
  • 2001-11-08 → 2002-12-05
    Morgan Stanley Dw Inc.
    Overland Park, KS
Other Businesses

Lee's Summit Educational Foundation not investment-related 301 NE Tudor Rd, Lee's Summit, MO 64086 non-profit Board Member, Treasurer June 2023 5 hours per month 4 hours during trading Oversee financial reports, fundraising, and strategic planning Clint Haynes investment-related 405 SW Waterfall Ct., Lees Summit, MO 64081 insurance Licensed Insurance Agent 1/1/2015 0 hours per month 0 hours during trading Although I am a licensed insurance agent, I do not actively sell insurance.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-09
  • S66 Uniform Combined State Law Examination
    2001-08-09
Designations

View on SEC IAPD

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