Joel Genzink
Advisor at Magna Advisors
Updated today
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.
About
Joel Genzink is a financial advisor at Magna Advisors with a Series 66 designation and two years of industry experience. He previously worked at Capital Harbor Advisors, LPL Financial, and Securities America, and has a background in real estate brokerage with RE/MAX Lakeshore. Outside of his advisory role, he is involved in mortgage and real estate services through a separate business entity. Magna Advisors provides investment management and financial planning services to individuals, high-net-worth families, family offices, and corporate clients. The firm delivers personalized portfolio management using a combination of mutual funds, ETFs, and other securities, guided by asset-allocation principles and multiple analysis methods, generally managing accounts on a discretionary basis.
Expertise
Based on Magna Advisors
Equity Recipients (RS/RSU, SOP, ESPP)
Debt management
College savings (529s, UTMA, etc.)
Retirement income strategy
Business ownership considerations
Fee options
$3,000 one-time for Financial Plan; $500 per quarter for Ongoing Financial Planning
$0 - $999,999.99: 1.50% per annum $1,000,000.00 - $1,999,999.99: 1.25% per annum $2,000,000.00 - $4,999,999.99: 1.00% per annum $5,000,000.00+: 0.85% per annum
$350 per hour with a two-hour minimum, billed in 15-minute increments
Account minimum: $250,000
Location
Holland, MI
Most active in
Joel G has reported serving >5 clients in these states in the last 12 months.
Michigan
Work history
Magna Advisors, LLC
2025 - Present (1 year)
Capital Harbor Advisors
2024 - Present (2 years)
Joel Genzink, Broker
2024 - Present (2 years)
LPL Financial, LLC
2024 - Present (2 years)
OSAIC
2024 - 2024 (1 year)
OSAIC
2024 - 2024 (1 year)
Securities America, Inc.
2024 - 2024 (1 year)
Smooth Logics
2019 - 2023 (4 years)
unemployed
2018 - 2019 (1 year)
RE/MAX Lakeshore
2005 - 2018 (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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