Generational Wealth Management

Generational Wealth Management (CRD# 281330) is a financial advisory firm headquartered in Zeeland, MI. They manage $187,224,787 in 1,214 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details

244 East Main Avenue, Zeeland, MI 49464

http://linkedin.com/in/davidwilsongenwealth

By the Numbers

Total Assets Under Management

187

MILLION
Total Number of Accounts

1,214

ACCOUNTS
Average Account Value

$154,221

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)
Commissions

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

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.

FL, IN, MI, TX, VA

Financial Advisors at Generational Wealth Management

Showing 1 - 6 of 6 top financial advisors.

1

Jennifer M. Archambault

CRD#: 5764358

244 East Main Avenue, Zeeland, MI 49464

Jennifer Archambault (CRD# 5764358) is an Investment Advisor Representative working at Generational Wealth Management in Zeeland, MI and has over 9 years of experience in the finance industry.

2

Randall S. Nederveld

CRD#: 4602175

244 East Main Avenue, Zeeland, MI 49464

Randall Nederveld (CRD# 4602175) is an Investment Advisor Representative working at Generational Wealth Management in Zeeland, MI and has over 12 years of experience in the finance industry.

3

David L. Wilson

CRD#: 2582912

244 East Main Avenue, Zeeland, MI 49464

David Wilson (CRD# 2582912) is an Investment Advisor Representative working at Generational Wealth Management in Zeeland, MI and has over 27 years of experience in the finance industry. David Wilson 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.

4

Schyuler J. Wilson

CRD#: 4746809

244 East Main Avenue, Zeeland, MI 49464

Schyuler Wilson (CRD# 4746809) is an Investment Advisor Representative working at Generational Wealth Management in Zeeland, MI and has over 11 years of experience in the finance industry.

5

CRD#: 7381931

244 East Main Avenue, Zeeland, MI 49464

Jaela Maat (CRD# 7381931) is an Investment Advisor Representative working at Generational Wealth Management in Zeeland, MI and has 1 year of experience in the finance industry.

6

Cynthia Mangmoun

CRD#: 6888913

244 East Main Avenue, Zeeland, MI 49464

Cynthia Mangmoun (CRD# 6888913) is an Investment Advisor Representative working at Generational Wealth Management in Zeeland, MI and has over 2 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.

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