Michael F. Aboussie

NEXT LEVEL WEALTH PLANNING

MERIDIAN, ID

Some features on this profile are disabled

CRD#: 5727927

Professional summary

Michael Fowler Aboussie, CFP® is a registered financial advisor currently at NEXT LEVEL WEALTH PLANNING, LLC located in Meridian, Idaho.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Michael has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

OBA for owner of rental properties Aboussie Brothers LLC; Investment related: No; Location: 1205 N 13th St Boise ID 83702 US; Description: Real Estate; Position Title: Controlling Officer; Responsibilities Duties: Rental Properties.; Start date: 2001-02-12; Hours per during trading hours: 0; Hours per month outside trading hours: 2.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Fowler Aboussie's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

October 2, 2023 - Present

NEXT LEVEL WEALTH PLANNING, LLC

RIA

CRD#: 327644

MERIDIAN, ID

Past

May 2, 2023 - October 3, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Meridian, ID

Past

May 2, 2023 - October 3, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

MERIDIAN, ID

Past

February 15, 2013 - March 29, 2016

CURIAN CAPITAL, LLC

RIA

CRD#: 120270

DENVER, CO

Past

November 23, 2009 - May 3, 2023

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CRD#: 40178

DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NEXT LEVEL WEALTH PLANNING, LLC

CRD#: 327644 / SEC#: 801-128745

RIA

Registered Investment Advisory firm - (9/19/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(10/4/2023)

IAR

California
(10/2/2023)

IAR

Colorado
(10/2/2023)

IAR

Idaho
(10/2/2023)

IAR

Texas
(10/2/2023)

IAR

Washington
(10/2/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/14/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/19/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/7/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/19/2009

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 9/29/2020

Investment Company Products/Variable Contracts Principal Examination

Current Firm

NEXT LEVEL WEALTH PLANNING, LLC

CRD#: 327644 / SEC#: 801-128745

RIA

Registered Investment Advisory firm - (9/19/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1817 N Lakes Place Ste 150, Meridian, ID 83646

Mailing Address

Phone number

(208) 376-6949

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - NEXT LEVEL WEALTH PLANNING, LLC (10/29/2025)

Regulatory assets under management

Total Number of Accounts	1,466
AUM (Assets Under Management)	$ 305,378,192

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael F. Aboussie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Fowler Aboussie's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

CURIAN CAPITAL, LLC

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

Primary Firm SEC Registration

NEXT LEVEL WEALTH PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/14/2013

Series 63

Date: 1/19/2010

Series 7TO

Date: 4/7/2022

SIE

Date: 10/1/2018

Series 6

Date: 11/19/2009

Series 26

Date: 9/29/2020

Current Firm

NEXT LEVEL WEALTH PLANNING, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEXT LEVEL WEALTH PLANNING, LLC

TRUST BUT VERIFY

Similar Advisors