GEN FINANCIAL MANAGEMENT INC. of PLYMOUTH, MN is an SEC-registered investment adviser (CRD 110179). Regulatory assets under management: $331.8M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Aaron Andrew Lindberg | CHIEF INVESTMENT OFFICER | — |
| Eric Craig Moleski | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Bryan Lynn Vancura | PRINCIPAL/FINANCIAL ADVISOR | — |
| MOLESKI ERIC CRAIG | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| OLAUGHLIN KEVIN JAMES | VICE PRESIDENT | — |
| SHERWIN ANDREW AUSTIN | VICE PRESIDENT | — |
| AVELAR DERRICK SALVADOR | PERSONAL FINANCIAL ADVISOR | — |
| PACE ERIK STEVEN | PLANNER | — |
| LINDBERG AARON ANDREW | CHIEF INVESTMENT OFFICER | — |
| VANCURA BRYAN LYNN | PRINCIPAL/FINANCIAL ADVISOR | — |
| Joshua Mark Moklestad | OWNER | — |