GEN Financial Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
Written financial plans range from $1,500 to $15,000 depending on complexity
$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
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
10810 Old County Road 15, Suite 200
Plymouth MN 55441
Advisors at this office
4
Most active in
Florida · Illinois · Minnesota · Nebraska · New Hampshire · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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.
Joshua M
CFP®, Series 63
Plymouth, MN
GEN Financial Management Inc.
Joshua Moklestad is a CFP® professional with four years of industry experience, currently serving as an advisor at GEN Financial Management Inc. Prior to his current role starting in 2019, he held positions at Northwestern Mutual Wealth Management Company and Garrett Larson State Farm Agency. GEN Financial Management provides financial planning, investment management, and retirement planning services to executives, business owners, families, and individual investors, typically working with accounts at or above $500,000. The firm utilizes model portfolios overseen by an internal Investment Committee, emphasizing long-term holding, tax-aware implementation, and regular client communications.
Noah S
CFP®
Plymouth, MN
GEN Financial Management Inc.
Noah Semmann is a CFP® at GEN Financial Management Inc. in Plymouth, MN, with experience beginning in 2019. He previously served in the United States Marine Corps for four years. GEN Financial Management serves executives, business owners, families, and individual investors, generally working with accounts at or above $500,000. The firm provides comprehensive financial planning and investment management, employing model portfolios with flexibility for client personalization and an emphasis on long-term holding and tax-aware implementation.
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.
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