Unclaimed Profile

Aaron Andrew Lindberg

GEN FINANCIAL MANAGEMENT INC.·PLYMOUTH, Minnesota

SIE, Series 6, Series 7, Series 66CFP CFAClean record16 years registeredGEN FINANCIAL MANAGEMENT INC.

10810 OLD COUNTY ROAD 15, PLYMOUTH, MN 55441CRD# 2815255Firm CRD# 110179

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron Andrew Lindberg · PLYMOUTH, MN

Registration

CRD #2815255 · GEN FINANCIAL MANAGEMENT INC. · 16 years registered

Brand Profile

Not yet started

Career History

KINGDOM LEGACY ADVISORS

Mar 2025 – present

GEN FINANCIAL MANAGEMENT INC.

Sep 2018 – Jul 2025

Plymouth, MN

AMERIPRISE FINANCIAL SERVICES, INC.

Jan 2010 – Apr 2018

MAPLE GROVE, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 66

Registration record

First registered · January 4, 2010

Years registered · 16

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GEN FINANCIAL MANAGEMENT INC.

CRD 110179 · SEC 801-57823

AUM

$431M

Regulatory assets under management

Employees

1,992 client accounts

Services offered by GEN FINANCIAL MANAGEMENT INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GEN FINANCIAL MANAGEMENT INC. →

Introduction

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Frequently Asked Questions

What services does Aaron Andrew Lindberg offer?

Aaron Andrew Lindberg specializes in Financial Planning, Investment Management. Contact their office in PLYMOUTH, Minnesota for a consultation.

What are Aaron Andrew Lindberg's credentials?

Aaron Andrew Lindberg holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Aaron Andrew Lindberg located?

Aaron Andrew Lindberg is based in PLYMOUTH, Minnesota, working with GEN FINANCIAL MANAGEMENT INC.. Their office serves clients in the PLYMOUTH metropolitan area and surrounding communities.

How does Aaron Andrew Lindberg charge for services?

Aaron Andrew Lindberg's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GEN FINANCIAL MANAGEMENT INC.?

GEN FINANCIAL MANAGEMENT INC. has approximately 5 employees and manages $431M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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