Next Level Wealth Planning, LLC
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| Name: | Next Level Wealth Planning, LLC |
| Jurisdiction: | Idaho |
| Legal type: | Limited Liability Company (D) |
| Status: | Active-Existing |
| Date of registration: | 10 Dec 2020 (5 years ago) |
| Financial Date End: | 31 Dec 2025 |
| Entity Number: | 4097570 |
| Place of Formation: | IDAHO |
| File Number: | 737297 |
| ZIP code: | 83646 |
| County: | Ada County |
| Principal Address: | JACOB MCCARNEY 1817 N LAKES PLACE SUITE 150 MERIDIAN, ID 83646-8082 |
| Mailing Address: | JACOB MCCARNEY STE 150 1817 N LAKES PL MERIDIAN, ID 83646-1910 |
| Name | Role | Address |
|---|---|---|
| Jacob McCarney | Agent | 1817 N LAKES PLACE SUITE 150, MERIDIAN, ID 83646 |
| Name | Role | Address | Appointed On | Resigned On |
|---|---|---|---|---|
| Jacob E McCarney | Manager | 2460 N BULLOCK AVE, MERIDIAN, ID 83646-808 | 2022-03-23 | 2023-01-23 |
| Jacob McCarney | Manager | 1817 N LAKES PLACE SUITE 150, MERIDIAN, ID 83646-8082 | 2022-01-21 | 2022-03-23 |
| Majors Financial Group LLC | Manager | 515 11TH AVE S, NAMPA, ID 83651 | 2023-12-04 | 2023-12-04 |
| MFA Wealth Management LLC | Manager | 1205 N 13TH ST, BOISE, ID 83702 | 2023-12-04 | 2023-12-04 |
| McCarney Financial Group LLC | Manager | 2460 N BULLOCK AVE, MERIDIAN, ID 83646 | 2023-12-04 | No data |
A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly
traded on U.S. stock exchanges, File reports with the SEC.
Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must
comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR
database.
| Filing Name | Filing Number | Filing date |
|---|---|---|
| Annual Report | 0006061540 | 2025-01-10 |
| Annual Report | 0005498664 | 2023-12-04 |
| Amendment to Certificate | 0005382387 | 2023-09-05 |
| Amendment to Certificate | 0005286442 | 2023-06-16 |
| Annual Report | 0005078131 | 2023-01-23 |
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Date of last update: 08 Jul 2025
Sources: Idaho Secretary of State