Cynthia Mangmoun, financial advisor Zeeland MI

Cynthia Mangmoun

CRD Number: 6888913
Current Firm: Generational Wealth Management

Cynthia Mangmoun (CRD# 6888913) is an Investment Advisor Representative working at Generational Wealth Management in Zeeland, MI and has over 2 years of experience in the finance industry.

Similar Advisors
Riley Aalderink, financial advisor Zeeland MI
Riley S. Aalderink
CRD# 6504831
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Kurtis Abraham, financial advisor Zeeland MI
Kurtis W. Abraham
CRD# 5488702
Wells Fargo Clearing Services, LLC
Similar Advisors
Craig Ackermann, financial advisor Zeeland MI
Craig A. Ackermann
CRD# 4187403
Stewardship Advisory Group, LLC
Company Name Location Dates Years
Gen-wealth Partners, Inc. Zeeland, MI Jul 2020 - Current 2
Gen-wealth Parnters, Inc. Zeeland, MI Dec 2017 - Current 4
Private Client Services Zeeland, MI May 2021 - Jan 2022 < 1
First Allied Securities, Inc. San Diego, CA Dec 2020 - May 2021 < 1
First Allied Securities, Inc. San Diego, CA Dec 2017 - Dec 2020 3
Shoe Carnival Holland, MI Jun 2015 - Jun 2018 3
Royal Park Providence Zeeland, MI Nov 2015 - May 2016 < 1
Zeeland Schools Zeeland, MI Jan 2010 - Jun 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2020
S65 NASAA Investment Advisors Law Examination Jun 2020
Contact Info for Cynthia Mangmoun
Phone Number: 616-931-1270
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    187
    MILLIONS
  • Total Number of Accounts
    1,214
    ACCOUNTS
  • Average Account Value
    $154,221
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IN, MI, TX, VA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.