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).

Current Firm Details
195 International Parkway, Suite 311, Lake Mary, FL 32746
http://www.401kgeneration.com
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 Farragher, financial advisor Lake Mary FL
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 Maudlin, financial advisor Dorchester MA
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 Rojas, financial advisor Lake Mary FL
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 Weis, financial advisor Lake Mary FL
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 Austin, financial advisor Lake Mary FL
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 Frey, financial advisor Lake Mary FL
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, financial advisor Lake Mary FL
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 Haase, financial advisor El Dorado Hills CA
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, financial advisor Staten Island NY
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, financial advisor Lake Mary FL
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

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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