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Chief Operating Officer · 401k Generation

Brenda D. Kincaid

CRD 7280581 · Named on Form ADV at one SEC-registered adviser

At a glance

401k Generation, an SEC-registered wealth manager based in Altamonte Springs,, FL with $156 million in regulatory assets, lists Brenda D. Kincaid on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

  • 401k GenerationChief Operating OfficerWealth manager · Altamonte Springs,, FL · $156M in regulatory assets

AtlasMembers

Brenda’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brenda’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.