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The Next Level Planning Group
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THE NEXT LEVEL PLANNING GROUP

The Next Level Planning Group (TNLPG) is a wealth management firm based in Chicago. Its mission is to Educate, Empower, and Enrich clients through a radically specific and refreshingly accountable approach to the financial decisions and actions of individuals and families.
What you get
  • Understanding your Questions
  • Crafting your Answers
  • Turning Your Answers into Action
  • Efficiency and Precision
  • After the Honeymoon
Who we are
  • How we serve
  • Our Team
    • Adam Stock
    • Cassie Adesina
    • Drew Coleman
    • Josh Markowitz
    • Richard Scheele
    • Steve Lerner
    • Andrew Lisi
    • Ryan Casperson
    • Sarah Bourdon
    • Ben Merrill
    • Ben Gardner
    • Will Thorman
    • Leslie Rea
    • Renee Oommen
    • Matt Ferrell
    • Holly Bayless
    • Corbett McKinney
    • Kim Jiang
    • Deion Oliver
    • Brandon Stukus
  • Our Mission
  • Our Affiliation with Lincoln
  • Careers & Internships

My Wealthlink Broker Check

Legal Disclaimer
© 2024 The Next Level Planning Group. All rights reserved. Site by Glantz

The Next Level Planning Group is a marketing name for Registered Representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer member SIPC and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN-4885815-080322

Not all registered representatives with our firm are able to offer advisory services. See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

We are registered to offer securities in the following states: AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, MS, NE, NC, NJ, NV, NY, OH, OR, PA, PR, TN, TX, UT, VA, WA, WI. We are insurance licensed in the following states: AL, AZ, CA, CO, CT, FL, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NJ, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI. If you are not a resident of these states we cannot offer our services. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

CONTACT

8755 W. Higgins Road
Suite 200
Chicago, IL 60631

773.867.3650
info@TNLPG.com

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DIRECTIONS
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, Arizona, California, Colorado, Connecticut, Florida, Illinois, Indiana, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, New Jersey, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, and Wisconsin.

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

The Next Level Planning Group is a marketing name for Registered Representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer and registered investment advisor. Affiliates are separately responsible for their own financial and contractual obligations. CRN: 2628456-070519
Not all registered representatives with our firm are able to offer advisory services. See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
READ OUR ANNUAL CLIENT LETTER: PERSPECTIVE ON 2023 AND THE PATH FORWARD