GEN FINANCIAL MANAGEMENT INC.

PLYMOUTH, Minnesota·3 registered advisors·CRD# 110179
SEC# 801-578230952-513-1466
01

Firm Overview

AUM
$431M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GEN FINANCIAL MANAGEMENT INC.

3 registered advisors
Aaron Andrew Lindberg
PLYMOUTH, Minnesota
Bryan Lynn Vancura
PLYMOUTH, Minnesota
Eric Craig Moleski
PLYMOUTH, Minnesota
05

Office Locations

PLYMOUTH, Minnesota
3 advisors

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Data sourced from SEC Form ADV filings. GEN FINANCIAL MANAGEMENT INC. (CRD# 110179) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.