# GEN FINANCIAL MANAGEMENT INC.

GEN FINANCIAL MANAGEMENT INC. of PLYMOUTH, MN is an SEC-registered investment adviser.

## Registration

- CRD: 110179
- Type: SEC-registered investment adviser
- SEC file number: 801-57823
- Location: 10810 OLD COUNTY ROAD 15, SUITE 200, PLYMOUTH, MN, 55441
- Phone: 952-513-1466
- Latest filing: 2026-02-20
- Regulatory AUM: $331.8M
- Discretionary AUM: $317.0M
- Non-discretionary AUM: $14.8M
- Clients: 3
- Accounts: 1,170

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Corporations

## Officers, owners & control persons (11)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110179/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110179/similar
- Related entities: https://search.stillhousedata.com/firm/110179/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110179

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.