401k Generation

401k Generation (CRD# 154279) is a financial advisory firm headquartered in Lake Mary, FL. They manage $13,667,363 in 61 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $224,055
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, IL, KS, LA, MA, MD, MN, MS, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI

Financial Advisors at 401k Generation
Showing 1 - 10 of 11 top financial advisors.
1
Robert F. Farragher
CRD#: 5746101
195 International Parkway, Suite 311, Lake Mary, FL 32746
93
Wealthminder
score

Robert Farragher (CRD# 5746101) is an Investment Advisor Representative working at 401k Generation in Lake Mary, FL and has over 8 years of experience in the finance industry.

2
John D. Maudlin
CRD#: 5288509
1452 Dorchester Ave, Fourth Floor, Dorchester, MA 02122
93
Wealthminder
score

John Maudlin (CRD# 5288509) is an Investment Advisor Representative working at 401k Generation in Dorchester, MA and has over 10 years of experience in the finance industry.

3
Kelli D. Rojas
CRD#: 4746719
195 International Parkway, Suite 311, Lake Mary, FL 32746
93
Wealthminder
score

Kelli Rojas (CRD# 4746719) is an Investment Advisor Representative working at 401k Generation in Lake Mary, FL and has over 7 years of experience in the finance industry.

4
John B. Weis
CRD#: 5743649
195 International Parkway, Suite 311, Lake Mary, FL 32746
93
Wealthminder
score

John Weis (CRD# 5743649) is an Investment Advisor Representative working at 401k Generation in Lake Mary, FL and has over 5 years of experience in the finance industry.

5
Stephen C. Austin
CRD#: 6380544
195 International Parkway, Suite 311, Lake Mary, FL 32746
90
Wealthminder
score

Stephen Austin (CRD# 6380544) is an Investment Advisor Representative working at 401k Generation in Lake Mary, FL and has over 3 years of experience in the finance industry.

6
Neal M. Frey
CRD#: 6428681
195 International Parkway, Suite 311, Lake Mary, FL 32746
90
Wealthminder
score

Neal Frey (CRD# 6428681) is an Investment Advisor Representative working at 401k Generation in Lake Mary, FL and has over 3 years of experience in the finance industry.

7
Edward Rojas
CRD#: 6193740
195 International Parkway, Suite 311, Lake Mary, FL 32746
90
Wealthminder
score

Edward Rojas (CRD# 6193740) is an Investment Advisor Representative working at 401k Generation in Lake Mary, FL and has over 4 years of experience in the finance industry.

8
Cheryl B. Haase
CRD#: 6731186
El Dorado Hills, CA
88
Wealthminder
score

Cheryl Haase (CRD# 6731186) is an Investment Advisor Representative working at 401k Generation in El Dorado Hills, CA and has 1 year of experience in the finance industry.

9
Andrew Lanza
CRD#: 6485693
Staten Island, NY
88
Wealthminder
score

Andrew Lanza (CRD# 6485693) is an Investment Advisor Representative working at 401k Generation in Staten Island, NY and has over 2 years of experience in the finance industry.

10
Gyasi Marshall
CRD#: 6464787
195 International Parkway, Suite 311, Lake Mary, FL 32746
88
Wealthminder
score

Gyasi Marshall (CRD# 6464787) is an Investment Advisor Representative working at 401k Generation in Lake Mary, FL and has 1 year of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.