Unclaimed Profile

Eric Craig Moleski

GEN FINANCIAL MANAGEMENT INC.·PLYMOUTH, Minnesota

Series 7, Series 63, Series 65Clean record12 years registeredGEN FINANCIAL MANAGEMENT INC.

10810 OLD COUNTY ROAD 15, PLYMOUTH, MN 55441CRD# 1886880Firm CRD# 110179

Profile Verification

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

Identity

Eric Craig Moleski · PLYMOUTH, MN

Registration

CRD #1886880 · GEN FINANCIAL MANAGEMENT INC. · 12 years registered

Brand Profile

Not yet started

Career History

GEN FINANCIAL MANAGEMENT INC.

Nov 2013 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · November 26, 2013

Years registered · 12

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 Eric Craig Moleski offer?

Eric Craig Moleski specializes in Financial Planning, Investment Management. Contact their office in PLYMOUTH, Minnesota for a consultation.

What are Eric Craig Moleski's credentials?

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

Where is Eric Craig Moleski located?

Eric Craig Moleski 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 Eric Craig Moleski charge for services?

Eric Craig Moleski'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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