Schyuler WilsonCRD Number: 4746809
Current Firm: Generational Wealth Management
Schyuler Wilson (CRD# 4746809) is an Investment Advisor Representative working at Generational Wealth Management in Zeeland, MI and has over 11 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Stewardship Advisory Group, LLC
|Private Client Services||Zeeland, MI||Aug 2022 - Current||< 1|
|Gen-wealth Partners, Inc. Dba Generational Wealth Management||Zeeland, MI||May 2016 - Current||6|
|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|
Total Assets Under Management187MILLIONS
Total Number of Accounts1,214ACCOUNTS
Average Account Value$154,221
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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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