Advisor at Generational Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Generational Wealth Management
Location
South Bend, IN 46613
Credentials
Series 63
Industry experience
36 years
David Nieset is a financial advisor at Generational Wealth Management with 36 years of industry experience. He holds a Series 63 designation and has worked previously at LPL Financial and Avantax Advisory Services. Outside of his advisory role, he manages a tax preparation and accounting business and acts as a non-variable insurance agent. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, and various non-advisory services including tax preparation and insurance administration. The firm employs a multi-strategy investment approach using institutional strategists and manages approximately $299.7 million in client assets.
Based on Generational Wealth Management
Based on Generational Wealth Management
Fixed financial planning fees range from $2,500 to $10,000, negotiable
$0 - $0:
Some investment adviser representatives are registered reps of a broker-dealer and may receive commissions for insurance products.
Hourly financial planning fee of $250, negotiable
Account minimum: $250,000 Minimum fee: Minimum annual fee of $2,500 Fee-only: Management fee ranges from 0.80% to 1.75%, negotiable; platform fee 0.25% additional; Institutional Strategist fees vary and are separate; retirement plan fees 0.25% to 1.00%, negotiable; hourly fee $250; fixed financial planning fee $2,500 to $10,000, negotiable
1432 Lincoln Way East
South Bend, IN 46613
Indiana
Generational Wealth Management
2025 - Present (1 year)
LPL Financial
2021 - 2025 (4 years)
Avantax Insurance Agency, Llc
2013 - 2021 (8 years)
Avantax Advisory services
1997 - 2021 (24 years)
Avantax Investment Services, INC.
1994 - 2021 (27 years)
The Business Center, Inc.
1983 - 2021 (38 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Kingdom Financial is a personally accessible CFP®/CKA® practice serving Christian families across the rural Midwest who are seeking to align their resources with God's heart. Founded in 2023 by Lance Ludwig, the firm provides comprehensive financial planning and integrated wealth management with Christ at the center, delivered through deeply personal partnership. We serve married couples in late career or retirement who are navigating complexity and longing for a trusted guide who shares their faith. Our passion is to see clients grow in freedom, joy, and purpose as they deepen their relationship with Christ. Clients experience the capacity to focus increasingly on faith, family, and Kingdom impact. Lance Ludwig, CFP®, CKA®, is the founder of Kingdom Financial, a personally accessible financial planning and wealth management practice serving Christian families across the rural Midwest. With a Master of Finance, eight years of teaching experience, and more than a decade in financial planning, Lance is deeply committed to discipleship through comprehensive planning. His passion is helping families align their resources with God's heart so they grow in freedom, joy, purpose, and a deeper relationship with Christ.
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