Schyuler Wilson (CRD# 4746809) is an Investment Advisor Representative working at Generational Wealth Management in Zeeland, MI and has over 13 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Private Client Services | Zeeland, MI | Aug 2022 - Current | 1 |
Gen-wealth Partners, Inc. Dba Generational Wealth Management | Zeeland, MI | May 2016 - Current | 7 |
Private Client Services | Zeeland, MI | May 2021 - Mar 2022 | < 1 |
First Allied Advisory Services | Schaumburg, IL | Nov 2020 - May 2021 | < 1 |
First Allied Securities, Inc. | San Diego, CA | Jan 2010 - May 2021 | 11 |
First Allied Advisory Services, Inc. | Chesterfield, MO | Apr 2012 - Nov 2020 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2011 |
S65 | NASAA Investment Advisors Law Examination | Oct 2011 |
- IN
- MI
-
Total Assets Under Management258MILLIONS
-
Total Number of Accounts1,495ACCOUNTS
-
Average Account Value$172,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IN, MI, TX, VA
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