Unclaimed Profile

Aaron Andrew Lindberg

GEN FINANCIAL MANAGEMENT INC.·PLYMOUTH, Minnesota

Clean recordGEN 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Aaron Andrew Lindberg is a registered financial advisor based in PLYMOUTH, Minnesota, affiliated with GEN FINANCIAL MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

GEN FINANCIAL MANAGEMENT INC.

AUM

$431M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GEN FINANCIAL MANAGEMENT INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2815255

Firm CRD# 110179

View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

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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