Our Team

Eric Liek CFP®

Financial Planner

Contact Information

Direct: (414) 369-6635
eric.liek@nlpwm.com

Professional

Investment Advisor Representative of Great Valley Advisor Group, a registered investment advisor.

Next Level Specialty

- Financial planning strategist

- Insurance needs specialist

Small business group benefits

Personal

- Resides in Waukesha, WI

Family: Wife Katie, Daughter Hailey, Son Connor, and Daughter Emery

Education

Bachelor of Arts in Economics at the University of Wisconsin – Milwaukee

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Next Level Planning & Wealth Management and Great Valley Advisor Group are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (AZ, CA, CT, DC, FL, GA, IA, IL, IN, MD, MN, NC, NE, NJ, NM, NY, NV, OH, OR, PA, SD, TN, UT, WA, WI).