Contact Us Today: (414) 369-6620 nextlevel@nlpwm.com

Our Team

Daniel M. Fleming

Partner

Contact Information

Professional

  • Investment Advisor Representative of Great Valley Advisor Group, a registered investment advisor.
  • Partner of Next Level Planning & Wealth Management

Next Level Specialty

  • Development and Implementation of all Wealth Management portfolio strategies
  • Wealth Management portfolio client contact
  • RetireU Presenter

Personal

  • Resides in Wauwatosa, Wisconsin

Education

  • Bachelors of Business Administration, Economics, University of Wisconsin – Milwaukee