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Clint Haynes

Financial Planning For The Next Generation

Nextgen Wealth, LLC

Lee's Summit

MO

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Nextgen Wealth, LLC 3 years, 5 months Jun 2014 - Present
Nextgen Wealth, LLC 3 years, 5 months Jun 2014 - Present
Cambridge Investment Research, Inc 1 year, 6 months Feb 2013 - Aug 2014
Cambridge Investment Research Advisors, Inc. 1 year, 6 months Feb 2013 - Aug 2014
The Mutual Fund Store-Kansas City, LLC 1 year Dec 2011 - Dec 2012
The Mutual Fund Store-Seattle, LLC 1 year, 6 months Dec 2007 - Jun 2009
The Mutual Fund Store-Kansas City, LLC 4 years, 11 months Jan 2007 - Dec 2011

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Chartered Mutual Fund Counselor
    Designation
    Chartered Mutual Fund Counselor
    Designees have knowledge of a wide range of mutual fund aspects such as characteristics of open and closed-end funds, other packaged investment products, risk and return, asset allocation, selecting a mutual fund for a client, retirement planning and professional conduct.

Articles and Answers

Insights by Clint Haynes

August 2016 Delights and Financial Insights
Published 2016-08-03 08:04:39
July 2016 Financial Delights and Insights
Published 2016-07-03 07:18:05
June 2016 Financial Delights and Insights
Published 2016-06-01 08:54:54
May 2016 Financial Delights and Insights
Published 2016-05-05 10:22:23
April 2016 Financial Delights and Insights
Published 2016-04-01 07:17:37
March 2016 Delights and Financial Insights
Published 2016-03-02 16:10:52
February 2015 Financial Delights and Insights
Published 2016-02-04 03:51:10
December 2015 Delights and Financial Insights
Published 2015-12-01 08:06:29
November Delights and Financial Insights
Published 2015-11-02 07:51:26
NextGen Wealth Mid-Month Update
Published 2015-10-16 07:36:44
October Delights and Financial Insights
Published 2015-10-01 07:59:13
September Delights and Financial Insights
Published 2015-09-01 06:39:28
Life Insurance Awareness Month
Published 2015-08-26 06:50:53
NextGen Wealth Mid-Month Update
Published 2015-08-17 07:49:58
August Delights and Financial Insights
Published 2015-08-04 05:58:57
July Delights and Financial Insights
Published 2015-07-02 07:49:56
NextGen Wealth’s Mid-Month Message
Published 2015-06-16 08:50:58
How to Choose the Right Wealth Manager
Published 2015-06-04 14:09:03
June Delights and Financial Insights
Published 2015-06-02 10:19:06
NextGen Wealth May Mid-Month Update
Published 2015-05-14 14:34:46
May Delights and Financial Insights
Published 2015-05-01 07:08:37
NextGen Wealth April Mid-Month Update
Published 2015-04-16 07:15:42
NextGen Wealth March Mid-Month Update
Published 2015-03-16 12:17:34
NextGen Wealth February Mid-Month Update
Published 2015-02-17 14:00:52
February Delights and Financial Insights
Published 2015-02-02 07:03:12
NextGen Wealth Mid-Month Update
Published 2015-02-02 06:56:57
NextGen Wealth Mid-Month Update
Published 2015-01-23 14:20:17
January Delights and Financial Insights
Published 2015-01-06 18:10:45
NextGen Wealth Mid-Month Update
Published 2014-12-15 15:48:00
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    I recently got married, is it a good idea for my wife and I to write wills now?
    It's never too early to get a will. I would personally recommend working with a local attorney, but if you must DIY is an option. An attorney will cost a little bit more, but I think you're going to be more comfortable working with someone who does this for a living.Congrats on getting married as...  (more)
    Answered Dec 2014
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Jul 20, 2017
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Jul 20, 2017
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on July 21, 2017
        • $4.5M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 24
          number of clients
        • $187.5K
          Estimated Average Account Balance Per Client

      Nextgen Wealth, LLC

      Last updated on Sept. 5, 2017
        • $7.1M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 119
          Accounts
        • $59.7K
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements