Next Level Wealth Planning, LLC

CRD 327644 · Meridian, ID · $322.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 327644
SEC number: 801-128745
Firm type: RIA
Assets under management: $322.7M as of Mar 5, 2026
Website: www.linkedin.com/company/nlwealthplanning ↗
Phone: 208-376-6949
Address: 1817 N Lakes Place, Meridian, ID, 83646

Advisors at this firm

4 in our index · page 1 of 1

Michael Fowler AboussieCRD 5727927 · Meridian, ID

IA RegisteredRegistration inactive
Chad Thomas MajorsCRD 4521770 · Meridian, ID

IA RegisteredRegistration inactive
Jacob Edward MccarneyCRD 4824501 · Meridian, ID

IA RegisteredRegistration inactive
Kaden Jacob MccarneyCRD 8166933 · Meridian, ID

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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