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GEN Financial Management, Inc. Employee Directory

Financial ServicesMinnesota, United States2-10 Employees

GEN Financial Management, Inc. is a Minnesota-based independent, fee-only financial advisory firm that offers personal financial planning, investment management, and retirement services. Its approach centers on crafting customized solutions for a select group of clients, including entrepreneurs, business owners, and retirees, with an emphasis on flexible planning that is regularly reviewed and adjusted to reflect changing life circumstances. The company positions itself within the financial services industry as a small, client-focused advisory practice that prioritizes objective guidance and collaborative teamwork to help clients achieve their financial goals. Founded in 1998, the firm operates from Plymouth, Minnesota, and maintains a lean, locally oriented team. A notable recent development involves the firm taking a stake in Xcel Energy, reflecting its involvement in diversified asset considerations.

Find GEN Financial Management, Inc. employees' phone numbers or email addresses

GEN Financial Management, Inc. Global Highlights

Location
Employees

North America
12

Minus sign iconPlus sign icon
  • United States Of America
    12

GEN Financial Management, Inc.'s Leadership

  • Stylized image of a person
    L. S.
    Client Service Associate
    Mobile Phone
  • Stylized image of a person
    P. E.
    Investment Advisor
    Mobile Phone
  • Stylized image of a person
    T. W.
    Client Service Representative
    Mobile Phone

GEN Financial Management, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Accounting
  • Administrative
  • Other

Contact profiles from GEN Financial Management, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    L. S.
    Client Service Associate
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    P. E.
    Investment Advisor
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    T. W.
    Client Service Representative
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is GEN Financial Management, Inc. known for?

Minus sign iconPlus sign iconGEN Financial Management, Inc. was founded in 1998 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-952-513-****
. Explore GEN Financial Management, Inc.'s company overview page for more information.

What is GEN Financial Management, Inc.'s most common email format?

Minus sign iconPlus sign iconGEN Financial Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more GEN Financial Management, Inc. email formats with LeadIQ.

How many employees does GEN Financial Management, Inc. have currently?

Minus sign iconPlus sign iconGEN Financial Management, Inc. has approximately 9 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are GEN Financial Management, Inc.'s key employees and leadership?

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As of August 2026, GEN Financial Management, Inc.'s key employees include:

  • Client Service Associate: L. S.
  • Investment Advisor: P. E.
  • Client Service Representative: T. W.

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