# NextGen Wealth

NextGen Wealth is an Asset Manager based in Lee's Summit.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Lee's Summit
- **Assets under management:** Undisclosed
- **Website:** nextgen-wealth.com
- **LinkedIn:** https://www.linkedin.com/company/nextgen-wealth

## Regulatory record

- **CRD number:** 172128
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172128

## About

NextGen Wealth is a fee-based financial planning firm and Investment Advisor that serves individuals close to or recently retired. The firm provides comprehensive retirement transition planning covering finances as well as mental, social, and physical changes, and works with clients in Lee’s Summit, Kansas City, and nationwide. Through its COLLAB Financial Planning Process it develops solutions across clients’ financial lives so they can enter retirement with confidence.

## People

- Clint Haynes — CFP® — Founder and President
- Brandon Lovingier — ChFC®, MQFP® — Paraplanner/Content Curator
- Clint Haynes — CFP® — Founder and Certified Financial Planner®

## Related profiles

- [SKM Professional Services](https://altss.com/profile/skm-professional-services-inc)
- [FOCUS 401(k) Group](https://altss.com/profile/focus-401-k-group-llc)

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Last updated: 2026-08-11T15:07:34.613Z

Canonical page: https://altss.com/profile/nextgen-wealth

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