A complete list of active advisors currently associated with Magna Advisors

Warmer can help you find a great advisor at Magna Advisors or one who fits your needs even better.

Magna Advisors provides tailored investment management and financial planning to individuals, high‑net‑worth clients, family offices, and small businesses. The firm offers continuous, individualized portfolio management along with comprehensive financial planning (one‑time, ongoing, and hourly options) and related advisory services. Portfolios are constructed around client‑specific target asset allocations and are managed using fundamental analysis, asset allocation principles, and mutual fund/ETF selection, with account reviews at least quarterly and most accounts managed on a discretionary basis. The firm’s disclosure also notes the potential use of leveraged or derivative strategies when appropriate and describes risks such as market, liquidity, and tax impacts. What distinguishes Magna Advisors from many peers is that the principal holds licenses and conducts non‑advisory business as an insurance agent and as a real estate broker, and the brochure discloses that commissions or brokerage compensation may be received for those services. The firm also documents recent broker‑dealer registrations and a custodial relationship with Charles Schwab, and it discloses processes (including client choice of unaffiliated providers) intended to address the related conflicts of interest.

To learn more about the advisors currently working at Magna Advisors, 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
Joel Genzink	Holland, MI	2

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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