Nexstep Financial Group
Nexstep Financial Group is a family-owned, full-service wealth management practice in De Pere, Wisconsin, serving individuals, families, and business owners with financial planning, investment advisory, retirement, estate, and insurance services through its Equitable Advisors affiliation.
- Company typePrivate
- Founded1986
- HeadquartersDe Pere, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Nexstep Financial Group does
Nexstep Financial Group, LLC is a privately held, family-owned wealth management practice headquartered in De Pere, Wisconsin, founded by Stephen H. Kaster, who began his career with Equitable in 1986. The firm operates as investment advisor representatives of Equitable Advisors, LLC, an SEC-registered investment advisor and FINRA/SIPC member broker-dealer, and distributes insurance and annuity products through Equitable Network, LLC, meaning the firm is structurally an independent advisor practice riding on Equitable's broker-dealer and RIA infrastructure rather than a standalone RIA. Nexstep serves individuals and families as well as business owners, offering financial planning, wealth/asset management, estate planning strategies, risk management, special needs financial consulting, retirement income planning, and a full insurance and annuity shelf, with the team collectively holding designations including MSFS, ChFC, CIMA, CLU, RICP, ChSNC, and CRPC. The firm's go-to-market is consultative and relationship-driven: prospective clients schedule consultations with dedicated financial advisors, supported by a content-marketing apparatus (Resource Center, 30+ interactive calculators, educational videos, weekly Market Watch commentary sourced from an LPL Financial partnership) and the eMoney Wealth Management System, a third-party encrypted portal providing real-time account aggregation, goal monitoring, and document storage.
The revenue model combines four streams: fee-based and non-fee based financial planning, investment advisory programs, insurance/annuity products, and securities transactions, all delivered through the Equitable channel. Pricing and fee schedules are not publicly disclosed. The team comprises seven members across two offices (De Pere, WI and Clayton, MO by appointment), including two second-generation family advisors, a Director of Client Services with 19+ years tenure, and operations/client relations directors. Nexstep's competitive positioning rests on multi-generational continuity, designation density, and a full-service product shelf accessible because of its Equitable affiliation, with the National Honor Associate award granted to Stephen Kaster by Equitable Advisors (selected from approximately 5,500 professionals) serving as the principal external credibility marker.
Nexstep Financial Group firmographics
Firmographics- Name
- Nexstep Financial Group
- Legal name
- Nexstep Financial Group, LLC
- Website
- https://nexstepteam.com
- Company type
- Private
- Founded year
- 1986
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Nexstep Financial Group is a family-owned, full-service wealth management practice in De Pere, Wisconsin, serving individuals, families, and business owners with financial planning, investment advisory, retirement, estate, and insurance services through its Equitable Advisors affiliation.
- Ownership category
- akta.pro rank
Nexstep Financial Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industries
- Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Nexstep Financial Group is headquartered
LocationHeadquarters
- HQ city
- De Pere
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Nexstep Financial Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Fee-based Financial Planning: Fee-based and non-fee based financial planning offered through financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.
- Investment Advisory Services: Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.
- Insurance Products: Annuity and insurance products offered through Equitable Network, LLC and its subsidiaries.
- Securities Trading: Securities offered through Equitable Advisors, LLC, member FINRA/SIPC.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-based financial planning |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Nexstep Financial Group product offering
Product offeringCore offering
Nexstep Financial Group delivers financial planning, wealth management, estate planning, and risk management services to individuals, families, and business owners, supplemented by life insurance, annuities, investment advisory programs, business retirement planning, and employee benefits delivered through its partnership with Equitable Advisors and Equitable Network.
Product overview
Nexstep Financial Group is a full-service wealth management firm offering a comprehensive suite of financial products and services through its partnership with Equitable Advisors. The core offering consists of financial planning, wealth management, estate planning strategies, and risk management services for individuals, families, and business owners. For individuals and families, the firm provides financial planning, investment advisory programs, life insurance products, annuities, and retirement planning. For businesses, services include retirement plan administration (401k, 403b, IRAs, SEP, SIMPLE), employee benefits management, executive compensation planning, and business continuation/succession planning. The firm also offers specialized special needs financial consulting. Clients access their accounts through the eMoney Wealth Management System portal.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive financial planning covering needs and goals analysis, asset allocation, investment strategies, tax management strategies, retirement income planning, and wealth structuring for individuals and families.
- Wealth Management Asset and wealth management services providing portfolio management, manager selection, ongoing market monitoring, and long-term capital appreciation strategies for clients.
- Estate Planning Strategies Estate planning and wealth preservation strategies including trust strategies, wealth transfers, and legacy planning to manage personal affairs and control distribution of wealth upon death.
- Risk Management Risk management and asset allocation services providing protection against the financial consequences of unexpected events through appropriate insurance and investment strategies.
- Special Needs Financial Consulting Specialized financial consulting for individuals with disabilities and their families, covering disability law, healthcare issues, special needs trusts, government benefits, and special education planning.
- Life Insurance Products Life insurance products including term, whole life, universal life, and variable universal life insurance, offered through Equitable Network to provide financial protection for loved ones.
- Business Retirement Planning Business retirement planning services including IRAs, 401(k), 403(b), 457(b), SIMPLE, SEP, pension/profit-sharing, and 412(e) plans for business owners and their employees.
- Employee Benefits Services Employee benefits administration including dental, vision, life insurance, short-term and long-term disability income insurance, and health insurance coordination for businesses.
- Executive Benefits Executive compensation and benefits planning including bonus plans, deferred compensation plans, and split-dollar plans for business executives.
- Business Continuation Programs Business continuation and succession planning services including key person coverage, buy-sell agreements, succession planning, business overhead expense coverage, disability buyout, and ESOP administration.
- Investment Advisory Programs Investment advisory programs offered through Equitable Advisors, LLC as an SEC-registered investment advisor, providing fee-based and non-fee based financial planning and investment management.
- Annuities Annuity products providing guaranteed current or future payments in exchange for premiums, with tax-deferred growth and various payout options for retirement income.
- eMoney Wealth Management System Secure online client portal providing encrypted real-time access to account summaries, educational materials, goal management and monitoring, and secure document storage for clients.
Companies that use Nexstep Financial Group
Customer profileSegments2 records
Ideal customer profiles2 records
Nexstep Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Nexstep Financial Group partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Equitable AdvisorscoreSecurities offered through Equitable Advisors, LLC (NY, NY), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Financial professionals are investment advisor representatives of Equitable Advisors.
- Equitable NetworkcoreAnnuity and insurance products offered through Equitable Network, LLC and its subsidiaries (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.).
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
Nexstep Financial Group competitors and assessment
Company assessmentMarket position
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights7 records
Customer concentration
Nexstep Financial Group social profiles
Digital presenceNexstep Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Nexstep Financial Group leadership team
Management profileNumber of profiles
Profiles7 records
Nexstep Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Nexstep Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Nexstep Financial Group
What does Nexstep Financial Group do?
Nexstep Financial Group delivers financial planning, wealth management, estate planning, and risk management services to individuals, families, and business owners, supplemented by life insurance, annuities, investment advisory programs, business retirement planning, and employee benefits delivered through its partnership with Equitable Advisors and Equitable Network.
Is Nexstep Financial Group a public or private company?
Nexstep Financial Group is a private company. It is classified as family owned and is currently operating.
When was Nexstep Financial Group founded?
Nexstep Financial Group was founded in 1986. It employs 1 to 10 people.
Where is Nexstep Financial Group based?
Nexstep Financial Group is headquartered in De Pere, United States, in the North America region.
How does Nexstep Financial Group make money?
Four revenue lines are on record. Fee-based Financial Planning is the primary driver. The others are investment Advisory Services, insurance Products and securities Trading.
Does Nexstep Financial Group have an API?
No public API is recorded for Nexstep Financial Group.
What industry is Nexstep Financial Group in?
Nexstep Financial Group's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAAACAE, Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers). Its NAICS code is 523940 and its SIC code is 6282.