A complete list of active advisors currently associated with Generations Wealth Design
Warmer can help you find a great advisor at Generations Wealth Design or one who fits your needs even better.
Generations Wealth Design is a Kansas‑registered advisory firm that manages about $52.3 million on behalf of roughly 147 client relationships and is staffed by two advisers. The firm provides discretionary wealth management and financial planning services to individuals, high‑net‑worth clients, families, trusts, estates, charitable organizations and businesses. The firm constructs customized portfolios using diversified mutual funds, ETFs, individual equities, individual bonds and occasional stock‑option positions, generally following a long‑term approach while allowing shorter‑term trades for rebalancing or client needs. Generations Wealth Design also assigns and charges for Altruist Model Marketplace portfolios and recommends Altruist for custody and advisor services, and the brochure discloses participation in soft‑dollar and platform benefit arrangements. Notably, the firm’s advisers have industry affiliations that are uncommon among similar firms: advisory personnel are licensed insurance agents and a principal maintains a broker‑dealer registration, so recommendations that are implemented through those channels may generate commission‑based compensation separate from advisory fees and are disclosed as potential conflicts. The brochure also highlights several operational choices that differ from many peers, including a stated $500,000 account guideline with case‑by‑case exceptions, retention of legacy positions for tax or portfolio fit, and the availability of standalone written financial plans.
To learn more about the advisors currently working at Generations Wealth Design, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Topeka, KS
| 9
| |
Topeka, KS
| 37
|
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