Gen Financial Management Inc.
● SEC registered since 2000CRD 110179SEC# 801-57823Plymouth, MN
Reg. AUM
$331.8M
Employees
3
Accounts
1,170
Location
Plymouth, MN
Gen Financial Management Inc. assets under management
Gen Financial Management Inc. is a registered investment adviser overseen by the SEC based in Plymouth, MN. The firm has been registered since 2000. It reports $331.8 million in regulatory assets under management and employs 3 people.
Gen Financial Management Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Lynn Vancura Control | Principal/Financial Advisor | 10-25% | 2019 |
| Eric Craig Moleski Control | President/Chief Compliance Officer | 50-75% | 1998 |
| Joshua Mark Moklestad Control | Owner | 10-25% | 2026 |
Frequently asked questions
How much does Gen Financial Management Inc. manage?
Gen Financial Management Inc. reports $331.8 million in regulatory assets under management on its Form ADV.
How many employees does Gen Financial Management Inc. have?
Gen Financial Management Inc. reports 3 employees.
Where is Gen Financial Management Inc. located?
Gen Financial Management Inc. is based in Plymouth, MN and has been SEC-registered since 2000.
Does Gen Financial Management Inc. disclose fund performance?
Gen Financial Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10810 Old County Road 15, Suite 200, Plymouth, MN 55441 |
| Phone | 952-513-1466 |
| Fax | 952-513-1464 |
| Office hours | 8:00a.m. To 5:00p.m. Cst |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$331.8M▼ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$331.8Mregulatory AUM
Discretionary $317MNon-discretionary $14.8M