CRD: 149017
Next Generation Investing, LLC
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- Custodian
- Folio Investments · Goldman Sachs · Security Benefit
- Clients
- Retail and Institutional
- Platforms
- Value momentum
- 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.
Team overview
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Client Personas
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Investment Themes
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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
Total SMA Asset: $128,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $192,403,097 | 44.9% |
| Cash | $236,111,595 | 55.1% |
| Total | $428,514,692 | 100.0% |