401k Generation

401k Generation (CRD# 154279) is a financial advisory firm headquartered in Altamonte Springs,, FL. They manage $270,370,132 in 259 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    270
    MILLION
  • Total Number of Accounts
    259
    ACCOUNTS
  • Average Account Value
    $1,043,900
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, ID, IL, KS, KY, LA, MA, MD, MI, MN, MS, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at 401k Generation
Showing 1 - 7 of 7 top financial advisors.
1
Gyasi Marshall
CRD#: 6464787
237 S Westmonte Drive, Suite 300, Altamonte Springs,, FL 32714

Gyasi Marshall (CRD# 6464787) is an Investment Advisor Representative working at 401k Generation in Altamonte Springs,, FL and has over 3 years of experience in the finance industry.

2
Marlene J. Nitsch
CRD#: 2258329
237 S Westmonte Drive, Suite 300, Altamonte Springs,, FL 32714

Marlene Nitsch (CRD# 2258329) is an Investment Advisor Representative working at 401k Generation in Altamonte Springs,, FL and has over 24 years of experience in the finance industry.

3
Edward Rojas
CRD#: 6193740
237 S Westmonte Drive, Suite 300, Altamonte Springs,, FL 32714

Edward Rojas (CRD# 6193740) is an Investment Advisor Representative working at 401k Generation in Altamonte Springs,, FL and has over 6 years of experience in the finance industry.

4
Kelli D. Rojas
CRD#: 4746719
237 S Westmonte Drive, Suite 300, Altamonte Springs,, FL 32714

Kelli Rojas (CRD# 4746719) is an Investment Advisor Representative working at 401k Generation in Altamonte Springs,, FL and has over 10 years of experience in the finance industry.

5
Brendan S. Sookraj
CRD#: 6485509
237 S Westmonte Drive, Suite 300, Altamonte Springs,, FL 32714

Brendan Sookraj (CRD# 6485509) is an Investment Advisor Representative working at 401k Generation in Altamonte Springs,, FL and has over 4 years of experience in the finance industry.

6
Eric Stauffer
CRD#: 6721040
237 S Westmonte Drive, Suite 300, Altamonte Springs,, FL 32714

Eric Stauffer (CRD# 6721040) is an Investment Advisor Representative working at 401k Generation in Altamonte Springs,, FL and has over 3 years of experience in the finance industry.

7
Christopher D. Bennett
CRD#: 6388759
237 S Westmonte Drive, Suite 300, Altamonte Springs,, FL 32714

Christopher Bennett (CRD# 6388759) is an Investment Advisor Representative working at 401k Generation in Altamonte Springs,, FL and has 1 year of experience in the finance industry.

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