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David Lee Wilson

GEN-WEALTH PARTNERS, INC.·ZEELAND, Michigan
SIE, Series 7, Series 9, Series 10, Series 63, Series 65, Series 99TOCFPClean record21 years registeredGEN-WEALTH PARTNERS, INC.
244 EAST MAIN AVENUE, ZEELAND, MI 49464CRD# 2582912Firm CRD# 281330

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Lee Wilson · ZEELAND, MI
Registration
CRD #2582912 · GEN-WEALTH PARTNERS, INC. · 21 years registered
Brand Profile
Not yet started
01

Career History

GENERATIONAL WEALTH, INC.
Nov 2015 – present
CETERA INVESTMENT ADVISERS LLC
Nov 2020 – May 2021
ZEELAND, MI
FIRST ALLIED ADVISORY SERVICES, INC.
Jul 2012 – Nov 2020
ZEELAND, MI
FIRST ALLIED SECURITIES, INC.
Jan 2010 – Jul 2012
ZEELAND, MI
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC
Oct 2004 – Oct 2007
ZEELAND, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 63
Series 65
Series 99TO
Registration record
First registered · October 19, 2004
Years registered · 21
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GEN-WEALTH PARTNERS, INC.
CRD 281330 · SEC 801-118828
AUM
$258M
Regulatory assets under management
Employees
10
1,495 client accounts
Services offered by GEN-WEALTH PARTNERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GEN-WEALTH PARTNERS, INC. →
Introduction

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05

Frequently Asked Questions

What services does David Lee Wilson offer?
David Lee Wilson specializes in Financial Planning, Investment Management. Contact their office in ZEELAND, Michigan for a consultation.
What are David Lee Wilson's credentials?
David Lee Wilson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David Lee Wilson located?
David Lee Wilson is based in ZEELAND, Michigan, working with GEN-WEALTH PARTNERS, INC.. Their office serves clients in the ZEELAND metropolitan area and surrounding communities.
How does David Lee Wilson charge for services?
David Lee Wilson's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GEN-WEALTH PARTNERS, INC.?
GEN-WEALTH PARTNERS, INC. has approximately 10 employees and manages $258M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GEN-WEALTH PARTNERS, INC.

Schyuler James Wilson
ZEELAND, MI
Jennifer Marie Archambault
ZEELAND, MI

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