GEN Financial Management Inc.

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Client assets under management

$328,523,130

Clients

246

46% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,335,460

About

GEN Financial Management serves executives, business owners, families and individual investors, and accepts retirement-plan clients, generally working with accounts at or above its stated $500,000 minimum (negotiable). The firm offers comprehensive financial planning, asset allocation, estate planning, retirement planning and investment management, and manages both discretionary and non-discretionary client assets totaling roughly $332 million.

The firm manages client portfolios primarily through model portfolios with flexibility for client personalization, overseen by an internal Investment Committee that meets weekly to adjust allocations, select or replace managers, and address trading matters. Its approach emphasizes long-term holding, periodic rebalancing, limited individual stock picking, tax-aware implementation (including loss harvesting), and use of independent managers or index funds when manager criteria are not met.

Noteworthy features for a firm of this size include routine, formal client communications — quarterly performance reports and an annual Summary describing material changes to the Form ADV Part 2A, with the full brochure available on request — a level of periodic client-directed written communication (e.g., newsletters/periodicals) that is relatively uncommon among peers. The firm is led by a small, credentialed advisory team (multiple CFPs and additional investment/faith-based designations) and has recently formalized an ownership change to include its chief investment officer, reflecting active governance and succession steps that may be atypical for similar supported firms.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Written financial plans range from $1,500 to $15,000 depending on complexity

Percentage

$0 - $500,000: 1.30% annually $500,000 - $1,500,000: 0.85% annually $1,500,000 - $2,500,000: 0.70% annually $2,500,000 - $3,500,000: 0.60% annually $3,500,000 - $5,000,000: 0.50% annually $5,000,000 - $7,500,000: 0.40% annually $7,500,000 - $10,000,000: 0.30% annually $10,000,000+: Negotiated

Other

Account minimum: $500,000 (negotiable) Minimum fee: $1,000 annually ($250 per quarter) applied to accounts with less than $500,000 in assets under management Fee-only: Yes, fee-only advisory firm; no commissions charged by the firm

Main office location

GEN Financial Management Inc.

10810 Old County Road 15, Suite 200

Plymouth MN 55441, United States

Number of offices

Most active in

Florida · Illinois · Minnesota · Nebraska · New Hampshire · Texas · Wisconsin

Disclosures

Business activities & affiliations

Is not 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.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 952-513-1466

Advisors at this firm

Bryan V

CFP®, Series 63

Plymouth, MN

GEN Financial Management Inc.

Bryan Vancura is a CFP® with 10 years of industry experience and has been with GEN Financial Management Inc. since 2015. He holds a Series 63 license and works out of Plymouth, MN. GEN Financial Management provides comprehensive financial planning, investment management, estate planning, and retirement planning services to executives, business owners, families, and individuals, including high-net-worth clients and company retirement plans. The firm uses model portfolios overseen by an Investment Committee and emphasizes long-term holding, tax efficiency, and the use of independent managers or index funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Executive Founder/Business Owner

Joshua M

CFP®, Series 63

Plymouth, MN

GEN Financial Management Inc.

Joshua Moklestad is a CFP® with three years of industry experience, currently serving as a financial advisor at GEN Financial Management Inc. since 2019. Prior to joining GEN, he held roles at Northwestern Mutual Wealth Management Company and related entities from 2018 to 2019, and earlier worked at Garrett Larson State Farm Agency. GEN Financial Management provides comprehensive financial planning and investment management services to executives, business owners, families, and high-net-worth clients. The firm employs a disciplined investment approach centered on model portfolios overseen by an active Investment Committee, emphasizing long-term holding, tax efficiency, and the use of independent managers or index funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Executive Founder/Business Owner

Eric M

CFP®, Series 63, Series 65

Plymouth, MN

GEN Financial Management Inc.

Eric Moleski is a financial advisor at GEN Financial Management Inc. in Plymouth, MN, holding a CFP® designation along with Series 63 and Series 65 licenses. He has 12 years of industry experience and has been with GEN Financial Management since 1998. GEN Financial Management provides comprehensive financial planning, investment management, estate planning, and retirement planning for executives, business owners, families, and individuals, including high-net-worth clients and company retirement plans. The firm uses an Investment Committee to oversee model portfolios, emphasizes long-term holding and tax efficiency, and communicates regularly with clients through newsletters and performance reports.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Executive Founder/Business Owner

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