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Jeffrey William Kralovec

Beacon Pointe Advisors, LLC

Milwaukee, WI

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-01-20
  • WI RA
    APPROVED
    Since 2022-01-20

Branch Locations

10700 Research Drive Suite 150, Milwaukee, WI 53226 • 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
Next Generation Wealth Management, Inc. Mequon WI 06/2006 12/2021
Beacon Pointe Advisors, Llc Milwaukee WI 01/2021 Present
Previous Registrations
  • 2007-06-12 → 2022-03-07
    Next Generation Wealth Management, Inc.
    Milwaukee, WI
  • 2005-01-03 → 2005-04-22
    Wells Fargo Investments, Llc
    Menomonee Falls, WI
  • 2004-01-02 → 2004-12-31
    Strong Capital Management Inc
    Menomonee Falls, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-12-23
S63 Uniform Securities Agent State Law Examination 1999-10-01
  • S65 Uniform Investment Adviser Law Examination
    2003-12-23
  • S63 Uniform Securities Agent State Law Examination
    1999-10-01
Other Names
  • Jeff Kralovec

View on SEC IAPD

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BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

Other Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD

Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI
BAIRD CAPITAL MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC · MILWAUKEE, WI
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC · MILWAUKEE, WI

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