Daniel M. Fleming
Partner
Contact Information
- Direct: (262) 395-2694
- daniel.fleming@nlpwm.com
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