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Ryan S

Series 66

Topeka, KS

Next Generation Investing, LLC

Ryan Shumaker is a financial advisor with Next Generation Investing, LLC in Topeka, KS. He holds a Series 66 designation and has 18 years of industry experience. Prior to his current role, he worked at World Equity Group and TCM Securities. Outside of advising, Shumaker owns several businesses including a tax preparation firm and provides educational seminars and portfolio management services through an affiliated registered investment advisor. Next Generation Investing provides financial planning and discretionary portfolio management to individuals, small businesses, charities, private foundations, and institutional clients. The firm manages approximately $128 million, employs a multi-strategy investment approach, and licenses investment models to other advisors.

Charitable giving & philanthropy General estate planning guidance Income planning
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Joel K

Series 66

Topeka, KS

Next Generation Investing, LLC

Joel Kasten is a financial advisor with Next Generation Investing, LLC in Topeka, KS, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bankers Life and Casualty and World Equity Group. He is a trustee for a family trust and assists with the sale of life, health, and annuity products through an independent consulting role. Next Generation Investing provides financial planning and discretionary portfolio management to individuals, small businesses, charities, private foundations, and institutional clients. The firm employs a multi-strategy investment approach and licenses models to other advisers, managing approximately $128 million for around 245 clients.

Charitable giving & philanthropy General estate planning guidance Income planning
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Roger S

Series 63, Series 65

Topeka, KS

Next Generation Investing, LLC

Roger Shumaker is a financial advisor with Next Generation Investing, LLC in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at several firms, including Osaic Wealth, INC., World Equity Group, and TCM Securities. Outside of his advisory role, he serves as president of a nonprofit homeowners association and provides financial coaching through the SmartVestor Pro program. Next Generation Investing provides financial planning and discretionary portfolio management services to individuals, small businesses, charities, private foundations, and institutional clients. The firm combines fundamental, technical, cyclical, and quantitative analysis in its investment approach and licenses investment models to other registered investment advisers.

Charitable giving & philanthropy General estate planning guidance Income planning
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