Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Gen Financial Management Inc. financial advisors in Plymouth, MN

Every SEC-registered investment adviser representative at a Gen Financial Management Inc. office in Plymouth, A to Z.

The short answer

4 registered advisors work at Gen Financial Management Inc. in Plymouth, out of 4 at the firm nationwide; it ranks number 16 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Gen Financial Management Inc. advisors in Plymouth, A to Z

Every Gen Financial Management Inc. advisor →

Gen Financial Management Inc. advisors in every city and state →Gen Financial Management Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Plymouth

All Plymouth advisors →

Wealth Enhancement Advisory Services, LLC 404MML Investors Services, LLC 34Berger Financial Group 33Ameriprise Financial Services, LLC 27Osaic Wealth, Inc. 20Advisory Solutions Group 17Cetera Investment Advisers LLC 15Feltl Advisors 11Vantage Point Wealth Management 11Kestra Advisory Services, LLC 10LPL Financial LLC 10Private Advisor Group, LLC 9

Questions

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

4 investment adviser representatives are registered at Gen Financial Management Inc. offices in Plymouth, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Gen Financial Management Inc. one of the largest advisor employers in Plymouth?

Gen Financial Management Inc. ranks number 16 in Plymouth by registered advisors; Wealth Enhancement Advisory Services, LLC has the most, with 404.

How do I check a Gen Financial Management Inc. advisor in Plymouth?

Each advisor below 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. Advisors are listed at the city of the Gen Financial Management Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.