Gen Financial Management Inc.

Gen Financial Management Inc. (CRD# 110179) is a financial advisory firm headquartered in Plymouth, MN. They manage $123,600,000 in 755 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    755
    ACCOUNTS
  • Average Account Value
    $163,709
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
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.

MN, TX

Financial Advisors at Gen Financial Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Eric C. Moleski
CRD#: 1886880
10800 Old County Road 15, Suite 200, Plymouth, MN 55441
96
Wealthminder
score

Eric Moleski (CRD# 1886880) is an Investment Advisor Representative working at Gen Financial Management Inc. in Plymouth, MN and has over 28 years of experience in the finance industry. Eric Moleski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kevin J. O`laughlin
CRD#: 3268493
10800 Old County Road 15, Suite 200, Plymouth, MN 55441
96
Wealthminder
score

Kevin O`laughlin (CRD# 3268493) is an Investment Advisor Representative working at Gen Financial Management Inc. in Plymouth, MN and has over 11 years of experience in the finance industry. Kevin O`laughlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Bryan L. Vancura
CRD#: 5884275
10800 Old County Road 15, Suite 200, Plymouth, MN 55441
96
Wealthminder
score

Bryan Vancura (CRD# 5884275) 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. Bryan Vancura has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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