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Our Team

Andrew M. Houte CFP® CRPS® CASL®

Partner, Director – Retirement Planning and Financial Planner

Contact Information

Professional

  • CERTIFIED FINANCIAL PLANNERTM professional
  • Chartered Advisor for Senior Living (CASL®)
  • Chartered Retirement Plan SpecialistSM (CRPS®)
  • Andrew is often quoted in various print media outlets including The Wall Street Journal, Money Magazine, Kiplingers, Investment News, USA Today, Market Watch, Bloomberg, and others.
  • Investment Advisor Representative of Great Valley Advisor Group, a registered investment advisor.
  • Member of the Next Level Planning & Wealth Management since 2015

Next Level Specialty

  • Advanced Financial Planning strategies
  • Retirement Plan design, installation, maintenance and administration
  • RetireU Presenter

Personal

  • Resides in Brookfield, Wisconsin
  • Five Star Wealth Manager Award Winner – Milwaukee Magazine – 2013-2015, 2017-2019
  • Family: Wife Kristin & children Olivia and Drew

Organizations

  • Member of Financial Planning Associations (FPA)

Education

  • Bachelor of Science, Finance, Minor Economics at the University of Wisconsin, La Crosse
  • Chartered Retirement Plans SpecialistSM (CRPS®)
  • Chartered Advisor for Senior Living (CASL®)
  • CERTIFIED FINANCIAL PLANNERTM (CFP®)