What departments does The Next Level Planning Group have?

The Next Level Planning Group has employees across 4 departments including Finance, Program & Project Management, Support, Research.

What is the largest department at The Next Level Planning Group?

The largest department at The Next Level Planning Group is Finance with 3 employees.

Where are The Next Level Planning Group employees located globally?

The Next Level Planning Group has employees across 2 continents and 2 countries including United States Of America, Brazil.

How has The Next Level Planning Group's team size changed over time?

The Next Level Planning Group's team has decreased from approximately 20 to 19 employees based on available data.

The Next Level Planning Group Employee Directory

Financial ServicesIllinois, United States11-50 Employees

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--
For disclosures, please visit www.tnlpg.com

The Next Level Planning Group Global Highlights

North America
34

United States Of America
34

South America
1

Brazil
1

The Next Level Planning Group's Leadership

L. R.
Financial Planning Manager
Mobile Phone
Email
B. W. S.
Financial Planning Associate
Mobile Phone
Email
C. A.
Financial Wellness Coaching Program Coordinator
Mobile Phone
Email
C. M.
Paraplanner
Mobile Phone
Email
C. B.
Service Advisor
Mobile Phone
Email
M. F.
Planner Associate
Mobile Phone
Email
R. O.
Finance Administrator
Mobile Phone
Email
S. B.
Support Advisor
Mobile Phone
Email

The Next Level Planning Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Sales
Accounting
Administrative
Other
Analytics
Human Resources
Program & Project Management

Contact profiles from The Next Level Planning Group

Name

Title

Contact Info

Location

Last Update

L. R.
Financial Planning Manager
Mobile Phone
Email
United States
Jul 08, 2024
B. W. S.
Financial Planning Associate
Mobile Phone
Email
United StatesFlorida
Mar 24, 2026
C. A.
Financial Wellness Coaching Program Coordinator
Mobile Phone
Email
United StatesFlorida
Jun 24, 2026
C. M.
Paraplanner
Mobile Phone
Email
United StatesSouth Carolina
Jun 24, 2026
C. B.
Service Advisor
Mobile Phone
Email
Oct 21, 2024
M. F.
Planner Associate
Mobile Phone
Email
United StatesFlorida
Jul 30, 2025
R. O.
Finance Administrator
Mobile Phone
Email
Jul 08, 2025
S. B.
Support Advisor
Mobile Phone
Email
Jun 29, 2026
M. B.
Research
Mobile Phone
Email
United StatesGeorgia
May 29, 2026
S. N.
Aiming For The Next Level
Mobile Phone
Email
United States
May 28, 2026

Frequently Asked Questions

What is The Next Level Planning Group known for?

The Next Level Planning Group was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 8755 West Higgins Road Suite 200 Chicago, Illinois 60631 United States. Explore The Next Level Planning Group's company overview page for more information.

What is The Next Level Planning Group's most common email format?

The Next Level Planning Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Next Level Planning Group email formats with LeadIQ.

How many employees does The Next Level Planning Group have currently?

The Next Level Planning Group has approximately 20 employees as of June 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are The Next Level Planning Group's key employees and leadership?

As of June 2026, The Next Level Planning Group's key employees include:

Financial Planning Manager: L. R.
Financial Planning Associate: B. W. S.
Financial Wellness Coaching Program Coordinator: C. A.
Paraplanner: C. M.
Service Advisor: C. B.

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The Next Level Planning Group Employee Directory

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