David Braaten has an extensive background in the financial industry, having worked on Wall Street and at a major investment management firm. He is Founder of Next Generation Wealth Management.
Mr. Braaten held a number of executive positions at Strong Capital Management, Inc. (a $29 billion investment management firm) including building the investment department as Director of U.S. & International Equity Trading. During that time he appeared on CNBC & CNN, traveled to and worked with the major U.S. and international stock exchanges, including New York, London, Singapore, Shanghai, and Hong Kong, and has spoken internationally on investment technology.
Mr. Braaten also served as a member of the Office of the Chief Executive of Strong Financial Corporation and President of Strong Investments, Inc. In this capacity Mr. Braaten focused on building and enhancing the client experience in the individual client relationship businesses. He was responsible for leading the advice and guidance divisions at Strong Capital Management including Retail, Advisory Services, and Private Client Services, and Retirement Plan Group. During this time he was responsible for managing client relationships in excess of $15 billion.
David Braaten attended the University of Minnesota – Minneapolis and graduated with a B.S. Degree in International Business from the Carlson School of Management. In addition, he studied at the School of Economics at the University of Seville, Spain. While attending the University of Minnesota, Mr. Braaten served as President of Circle K, an organization focused on leadership, friendship; and service. While president, David was recognized as the Outstanding President for the Midwest Region and received the Outstanding Leadership Award from the University of Minnesota.
David resides with his wife and three children in Mequon, Wisconsin.
Client Responsibilities – investment committee member, NG Philanthropy, LLC. and business development.