Back to team | Daniel Fleming
- 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
Daniel Fleming Partner
Professional
- 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
Personal
- Resides in Wauwatosa, Wisconsin
Education
- Bachelors of Business Administration, Economics, University of Wisconsin – Milwaukee
