NEXT Financial Group
Matthew Kapanek is a seasoned wealth manager with extensive experience in the financial services industry. Currently serving as Managing Partner and Wealth Manager at Kapanek Wealth Partners since July 2015, Matthew Kapanek specializes in providing objective and independent financial advice tailored to the unique needs of successful individuals, families, and non-profit entities, focusing on sustainable wealth management across generations. Additionally, Matthew Kapanek has been a Wealth Manager at NEXT Financial Group, Inc. since June 2007, where securities and investment advisory services are provided. Matthew Kapanek holds a degree from St. Lawrence University.
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NEXT Financial Group
In 1998, a group of Financial Advisors founded a new broker-dealer unique from other firms in that all advisors would have the opportunity to take part in ownership and equity of the company. The founding group envisioned an independent firm that gave each Representative vision, values and voice. Today, NEXT Financial Group, Inc. ("NEXT"), Member FINRA/SIPC operates under the same principles on which it was founded. It has grown from $4 million in gross revenue to more than $127 million while providing Investment Advisor Representatives with significant intellectual and capital resources. The company is owned by its Investment Advisor Representatives and staff, and no shareholder owns more than 10 percent of the company. The Board of Directors is made up of five Office of Jurisdictions ("OSJs"), and all committees within NEXT are run by NEXT Investment Advisor Representatives. An eight-time Broker-Dealer of the Year award-winning* firm, NEXT believes that its strength lies in its Investment Advisor Representatives. In that spirit, NEXT encourages vision and empowers them to take control over their own destinies by giving them a voice, equity and revenue in everything they create. Since 2016, NEXT implemented the NEXT Select Program with Pershing, LLC and Lockwood. This fee-based platform was created to not only comply with the Department of Labor ("DOL") rule, but to meet Securities and Exchange Commission ("SEC") investment advisor rules and regulations. Additionally, it was designed to more efficiently manage money and assists with streamlining client communications and fee-based strategies. We're a community of individuals who discuss, share and inspire each other. We hold a shared value of outstanding customer service and provide our Representatives the support they need to successfully grow and run their businesses. We invite you to take a closer look at how experience, knowledge and teamwork can make NEXT a truly unmatched broker-dealer. *Based on a poll of Registered Representatives conducted by Investment Advisor magazine, Broker-dealers rated highest by their Representatives are awarded "Broker-Dealer (B-D) of the Year."