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Aaron Andrew Lindberg

GEN FINANCIAL MANAGEMENT INC.·PLYMOUTH, Minnesota
Unclaimed Profile
10810 OLD COUNTY ROAD 15, PLYMOUTH, MN 55441CRD# 2815255Firm CRD# 110179
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GEN FINANCIAL MANAGEMENT INC.
GEN FINANCIAL MANAGEMENT INC.
AUM
$431M
Regulatory assets under management
Employees
5
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
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2815255
Firm CRD# 110179
No disclosures on file
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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Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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