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Financial ADVSR advisor directory · SEC adviser records

Gen Financial Management Inc. financial advisors

Every SEC-registered investment adviser representative at Gen Financial Management Inc., by the state and city of the office they work from.

4 registered advisors work at Gen Financial Management Inc., in 1 state and 1 city; the most are in Plymouth, MN (4). 4 list the CFP designation and 0 are also registered broker representatives.

Search every Gen Financial Management Inc. advisor by name →Who joined and left Gen Financial Management Inc. →Gen Financial Management Inc.: assets, clients and custodians →

Cities with the most Gen Financial Management Inc. advisors

Plymouth, MN 4

Gen Financial Management Inc. advisors by state

Gen Financial Management Inc. in Minnesota 4

Plymouth 4

Questions

How many financial advisors does Gen Financial Management Inc. have?

4 investment adviser representatives are registered with Gen Financial Management Inc., according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 1 cities. 4 list the CFP designation and 0 are also registered as broker representatives.

Where does Gen Financial Management Inc. have the most advisors?

Plymouth, MN, with 4 registered advisors. By state, Minnesota has the most, with 4.

How do I find a Gen Financial Management Inc. financial advisor near me?

Pick your state below, then your city, to see every Gen Financial Management Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Gen Financial Management Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →