Roger
Shumaker
Next Generation Investing, LLC
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About this Advisor
Roger Shumaker is a financial advisor based in Topeka, Kansas with 14 years of relevant experience. Shumaker is an advisor for Next Generation Investing, LLC. Throughout their career, they have worked at Next Financial Group, Retirement & Tax Solutions, Next Generation Investing, LLC, Tcm Securities and World Equity Group. Shumaker maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Kansas. Next Generation Investing, LLC is a registered investment company based in Topeka, KS. It controls $128 million in assets under management across its 250 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 250 accounts, 47% are held by high-net-worth investors who have greater than $1 million in assets. Next Generation Investing, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types billed by Next Generation Investing, LLC likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Next Generation Investing, LLC Brokerage Details
$128,000,000
3
250
$512,000
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Roger Shumaker Work History
Roger has been registered as a financial advisor for 14 years.*
World Equity Group
Tcm Securities
Next Generation Investing, LLC
Retirement & Tax Solutions
Next Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Roger Shumaker 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 Generation Investing, LLC
Topeka, KS
Topeka, KS
Topeka, KS
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