Gen Financial Management Inc.

Gen Financial Management Inc. (CRD# 110179) is a financial advisory firm headquartered in Plymouth, MN. They manage $431,309,406 in 1,992 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
10810 Old County Road 15, Suite 200, Plymouth, MN 55441
http://www.genfinancial.com
By the Numbers
  • Total Assets Under Management
    431
    MILLION
  • Total Number of Accounts
    1,992
    ACCOUNTS
  • Average Account Value
    $216,521
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, MN, NE, SD, TX, WI

Financial Advisors at Gen Financial Management Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Aaron Lindberg, financial advisor Plymouth MN
Aaron A. Lindberg
CRD#: 2815255
10810 Old County Road 15, Suite 200, Plymouth, MN 55441

Aaron Lindberg (CRD# 2815255) is an Investment Advisor Representative working at Gen Financial Management Inc. in Plymouth, MN and has over 23 years of experience in the finance industry.

2
Eric Moleski, financial advisor Plymouth MN
Eric C. Moleski
CRD#: 1886880
10810 Old County Road 15, Suite 200, Plymouth, MN 55441

Eric Moleski (CRD# 1886880) is an Investment Advisor Representative working at Gen Financial Management Inc. in Plymouth, MN and has over 35 years of experience in the finance industry.

3
Bryan Vancura, financial advisor Plymouth MN
Bryan L. Vancura
CRD#: 5884275
10810 Old County Road 15, Suite 200, Plymouth, MN 55441

Bryan Vancura (CRD# 5884275) is an Investment Advisor Representative working at Gen Financial Management Inc. in Plymouth, MN and has over 13 years of experience in the finance industry.

4
Joshua Moklestad, financial advisor Plymouth MN
Joshua M. Moklestad
CRD#: 6935264
10810 Old County Road 15, Suite 200, Plymouth, MN 55441

Joshua Moklestad (CRD# 6935264) is an Investment Advisor Representative working at Gen Financial Management Inc. in Plymouth, MN and has over 5 years of experience in the finance industry.

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.

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