Michael
Aboussie
Next Level Wealth Planning, LLC
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About this Advisor
Michael Aboussie is a financial advisor based in Meridian, Idaho, working with Next Level Wealth Planning, LLC. Michael has previously held positions at Jackson National Life Distributors, Raymond James Financial Services, Next Level Wealth Planning, LLC, and Mfa Wealth Management LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Colorado, Idaho, Texas, and Washington. Currently, Michael is part of Next Level Wealth Planning, LLC, which operates out of Meridian, Idaho. The firm has 4 employees and manages assets totaling $199.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Next Level Wealth Planning, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Next Level Wealth Planning, LLC Brokerage Details
$199,782,375
4
1,187
$168,309
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Michael Aboussie Work History
Next Level Wealth Planning, LLC
Mfa Wealth Management LLC
Raymond James Financial Services
Jackson National Life Distributors
Disclosures
Please visit the SEC profile of Michael Aboussie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Next Level Wealth Planning, LLC
Meridian, ID
Meridian, ID
Meridian, ID
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