Back to team | Andrew Houte
- Our Team
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- Vicki Vondrak
- Ann Selas
- Spencer Selas
- Nancy Koss
- John Jonas
- Paul Tourville
- Peter Tourville
- John Selas
- Daniel Fleming
- Andrew Houte
- Timothy Zenker
- Tony Benz
- Edward G. Devinger
- Patrick Maddox
- Eric Liek
- Loren Brandrup
- Julie Douglas
- Kyle Thomas
- Jacob Gustafson
- Jason Speich
- Cory Graves
- Eric Johnson
- Theodore G. Baer
- Patrick Jonas
- Matthew Kavanagh
- The Next Level
- Our Philosophy
- Financial Process
- Our Approach
- Our Vision
Andrew Houte CFP® EA CRPS® CASL® Partner, Director – Retirement Planning and Financial Planner
Professional
- CERTIFIED FINANCIAL PLANNERTM professional
- Chartered Advisor for Senior Living (CASL®)
- Chartered Retirement Plan SpecialistSM (CRPS®)
- Andrew is often quoted in various print media outlets including The Wall Street Journal, Money Magazine, Kiplingers, Investment News, USA Today, Market Watch, Bloomberg, and others.
- Investment Advisor Representative of Great Valley Advisor Group, a registered investment advisor.
- Member of the Next Level Planning & Wealth Management team since 2015
Next Level Specialty
- Advanced Financial Planning strategies
- Retirement Plan design, installation, maintenance and administration
- RetireU Presenter
Personal
- Resides in Brookfield, Wisconsin
- Family: Wife Kristin & children Olivia and Drew
Organizations
- Member of Financial Planning Association (FPA)
Education
- Bachelor of Science, Finance, Minor Economics at the University of Wisconsin, La Crosse
- Chartered Retirement Plans SpecialistSM (CRPS®)
- Chartered Advisor for Senior Living (CASL®)
- CERTIFIED FINANCIAL PLANNERTM (CFP®)
