New Generation Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
New Generation Wealth Management serves individual clients with fee‑based financial planning, consulting and public educational seminars. The firm does not act as a custodian or directly manage client assets; rather, it delivers written plans on an hourly basis and connects clients to third‑party investment managers.
The firm’s process centers on preparing tailored financial plans and acting as a liaison to registered third‑party managers, monitoring those managers’ performance and providing required disclosures to clients. New Generation does not accept discretionary trading authority over client accounts and generally does not charge a direct percentage‑of‑assets fee itself—investment management fees are assessed by the third‑party managers it recommends.
Noteworthy aspects include an exclusive referral relationship with a primary third‑party manager supplemented by additional referral agreements and incentive arrangements that share advisory revenue with the firm. The firm’s principal also operates an affiliated tax and insurance practice (devoting roughly half of their time to those activities) and the firm regularly offers no‑cost seminars and workshops, which is atypical for similarly sized advisers.
Client services
Expertise
Fee options
FeeSimple Portfolios: $1,200 flat fee; Client Directed Accounts: $300 flat fee
$0+: 2.15% $0+: 2.00% $0+: 1.85% $0+: 1.70% $0+: 1.50% $0+: 1.00% $0+: $300 (flat fee for Client Directed Accounts) $0+: 2.60% $0+: 1.00% $0+: 1.50% $0+: $1,200 (flat fee for FeeSimple Portfolios)
Commissions received by Kory Holker from insurance sales
Financial Planning Services at $295 per hour
Fee-only: Financial Planning at $295 per hour
Main office
508 Central Ave
Osseo MN 55369
Advisors at this office
2
Most active in
Florida · Minnesota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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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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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.
Forms ADV
Quick links
Advisors at this firm
Kory H
Verified by Warmer
Series 65, AIF®
Osseo, MN
New Generation Wealth Management, LLC
Kory advises high-net-worth retirees and pre-retirees who seek tax efficiency and protection of the wealth they have built over decades. His practice is centered on a clear objective: reduce portfolio risks and minimize lifetime taxes paid. Unlike traditional advisors who separate investment management from tax planning, Kory integrates both into a unified retirement strategy. He understands that for affluent retirees, true success is measured by net after tax income and portfolio resilience across market cycles. Investment decisions are aligned with proactive tax planning to help clients keep more of what they earn while managing volatility. Kory specializes in retirement income planning, tax efficient portfolio design, and long term wealth preservation. His insights have been featured by Star Tribune, NBC, ABC, CBS, and Fox. New Generation Wealth Management provides financial planning and advisory services primarily to individual clients. The firm utilizes a single third-party manager for portfolio management, focusing on due diligence and client support rather than direct asset management or discretionary trading.
Kody H
Series 65
Osseo, MN
New Generation Wealth Management, LLC
Kody Holker is a financial advisor at New Generation Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has been involved in independent legal and insurance practices through Holker Law Offices, PLLC, and Asset Protection Services since 2002 and 2006, respectively. Additionally, he owns Ray Creek Development, LLC and Ray Creek, LLC, a real estate development business. New Generation Wealth Management serves individual clients with fee-based financial planning, consulting, and public educational seminars. The firm provides tailored financial plans and connects clients to third-party investment managers, focusing on non-discretionary advisory services without directly managing client assets.
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