Advisor at Next Generation Investing, LLC
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Firm
Next Generation Investing, LLC
Location
Topeka, KS 66614
Credentials
Series 66
Industry experience
3 years
Joel Kasten is an investment advisor representative at Retirement Portfolios, LLC with three years of industry experience. He has previously worked with Bankers Life and Casualty and has consulting roles related to life, health, and annuity insurance products. Kasten also serves as a trustee for a family trust. Retirement Portfolios, LLC provides financial planning and portfolio management services to individuals, trusts, endowments, businesses, and other registered investment advisers. The firm manages approximately $154 million across about 225 accounts, using a combination of fundamental, technical, cyclical, and quantitative analysis to implement various investment strategies, including market-timing and inverse funds.
Based on Next Generation Investing, LLC
Based on Next Generation Investing, LLC
Fixed flat fee from $500 to $10,000 per plan, negotiable, depending on complexity; workshops up to $100
$0 - $250,000: 2.20% annually (0.1834% per month) $250,000 - $500,000: 2.10% annually (0.1750% per month) $500,000 - $1,000,000: 2.00% annually (0.1667% per month) $1,000,000 - $2,000,000: 1.90% annually (0.1584% per month) $2,000,000+: 1.80% annually (0.1500% per month)
Up to $150 per hour, negotiable
Account minimum: $300,000 for asset management services; $1,000,000 net worth for financial planning services (may be waived or lowered at firm's discretion) Fee-only: Negotiable hourly fee up to $150 per hour; negotiable fixed flat fee ranging from $500 to $10,000 per financial plan depending on complexity; financial planning workshops fee up to $100
5909 Sw 28 Th St. #100
Topeka, KS 66614
Kansas · Texas
DBA The Retirement Team (Ryan Shumaker
2023 - Present (3 years)
World Equity Group
2022 - Present (4 years)
PIPAC
2021 - Present (5 years)
Bankers Life and Casualty
2014 - 2022 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Topeka, KS
Avant Wealth Management, LLC
Series 63, Series 65
Topeka, KS
KDWALLSTREET Investment Advisor LLC
Series 63, Series 65
Topeka, KS
Paladin Financial
Series 66
Topeka, KS
Next Generation Investing, LLC
Series 65, Series 66
Topeka, KS
Blazing Star Financial
Series 63, Series 65
Topeka, KS
Next Generation Investing, LLC
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