CRD: 149017
Next Generation Investing, LLC
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- Custodian
- Folio Investments · Goldman Sachs · Security Benefit
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-04-2009
- Office Locations
- 1
Office Locations
About Next Generation Investing, LLC
Next Generation Investing, LLC (Kansas Retirement Team) is an independent, fiduciary advisory firm in Northeast Kansas focused on tax-efficient retirement planning. The team emphasizes simple, transparent guidance and builds primarily ETF-based portfolios designed to help retirees keep more after-tax income in retirement. The firm is affiliated with Dave Ramsey’s SmartVestor program and operates from a newly renovated Lawrence-area office.
Reported data analysis
What the numbers show
Between February 8, 2022 and September 12, 2023, reported AUM increased 8.5%, from $118.0M to $128.0M.
Across 3 reported observations, AUM increased 16.4% between August 27, 2021 and September 12, 2023, from $110.0M to $128.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 245 clients, or 81.7 clients per representative. That equates to $522.4K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on September 12, 2023. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Next Generation Investing, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROGER WAYNE SHUMAKER
President
- CRD
- #2890290
- Ownership
- 50% but less than 75%
RYAN WAYNE SHUMAKER
Chief Compliance Officer, Managing Member
- CRD
- #5598699
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Joel Parker Kasten
--
- CRD
- #7570795
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,000,000 | $512,000 |
| Non-Discretionary | $0 | -- |
| Total | $128,000,000 | $512,000 |
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Separately Managed Accounts
SMA allocation detail is available
Next Generation Investing, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.