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RIA / WealthAdvisorCertified Financial Planner25 years in industry

CLINT MATTHEW HAYNES

Advisor at NEXTGEN WEALTH

LEE'S SUMMIT, MO

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 8, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NEXTGEN WEALTH
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 9, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 9, 2001
First registration: Nov 8, 2001
Dual registered: no
IAPD individual key: 4412753

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NEXTGEN WEALTH	State registered	Sep 5, 2014	n/a	yes	LEE'S SUMMIT, MO	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Feb 25, 2013	Aug 14, 2014	no	KANSAS CITY, MO	Previous registration
THE MUTUAL FUND STORE	Former SEC adviser	Dec 3, 2007	Dec 31, 2009	no	OVERLAND PARK, KS	Previous registration
FINANCIAL ENGINES ADVISOR CENTER, LLC	Former SEC adviser	Jan 3, 2007	Dec 31, 2012	no	OVERLAND PARK, KS	Previous registration
MORGAN STANLEY DW INC.	n/a	Nov 8, 2001	Dec 5, 2002	no	OVERLAND PARK, KS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	NEXTGEN WEALTH	Aug 14, 2014	Sep 5, 2014	22	Firm change	Other
FINANCIAL ENGINES ADVISOR CENTER, LLC	THE MUTUAL FUND STORE	Dec 31, 2012	Dec 3, 2007	-1,855	Firm change after gap	Other
THE MUTUAL FUND STORE	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Dec 31, 2009	Feb 25, 2013	1,152	Firm change after gap	Other
MORGAN STANLEY DW INC.	FINANCIAL ENGINES ADVISOR CENTER, LLC	Dec 5, 2002	Jan 3, 2007	1,490	Firm change after gap	Other

Relationships

Registered with (5)

→ NEXTGEN WEALTHRegistered adviserregistration: current employment
Sep 5, 2014 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Feb 25, 2013 to Aug 14, 2014factForm ADV
→ FINANCIAL ENGINES ADVISOR CENTER, LLCRegistered adviserregistration: previous registration
Jan 3, 2007 to Dec 31, 2012factForm ADV
→ THE MUTUAL FUND STORERegistered adviserregistration: previous registration
Dec 3, 2007 to Dec 31, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Nov 8, 2001 to Dec 5, 2002factForm ADV

Dated events

No dated event names this entity yet.