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Daniel Fleming

Daniel Fleming Partner


  • 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


  • Resides in Wauwatosa, Wisconsin


  • Bachelors of Business Administration, Economics, University of Wisconsin – Milwaukee

Education Resources

Hundred dollar bills Investing
Hundred dollar bills Pre Retiree
Hundred dollar bills Retired

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