Generations Financial Planning & Wealth Management Employee Directory

Financial ServicesMichigan, United States2-10 Employees

Generations Financial Planning & Wealth Management provides comprehensive financial planning and customized asset management  through Cambridge Investment Research Advisors, Inc. to clients in Southwest Michigan and nationwide.  Generations is a full service independent financial firm offering comprehensive financial planning services, investment management, life insurance, long term care insurance and annuities.

Find Generations Financial Planning & Wealth Management employees' phone numbers or email addresses

Generations Financial Planning & Wealth Management Global Highlights

North America
12

United States Of America
12

Generations Financial Planning & Wealth Management's Leadership

N. A.
Managing Partner & Family Wealth Advisor
Mobile Phone
Email
M. C.
Owner
Mobile Phone
Email
N. A.
Wealth Manager
Mobile Phone
Email
A. L.
Principal
Mobile Phone
Email
L. R.
Emeritus
Mobile Phone
Email
D. T.
Wealth Advisor
Mobile Phone
Email
C. F.
Client Concierge
Mobile Phone
Email
R. L.
Financial Advisor
Mobile Phone
Email

Contact profiles from Generations Financial Planning & Wealth Management

Name

Title

Contact Info

Location

Last Update

N. A.
Managing Partner & Family Wealth Advisor
Mobile Phone
Email
United StatesMichigan
Oct 21, 2025
M. C.
Owner
Mobile Phone
Email
UNITED STATES
Aug 01, 2023
N. A.
Wealth Manager
Mobile Phone
Email
Oct 30, 2025
A. L.
Principal
Mobile Phone
Email
Oct 21, 2024
L. R.
Emeritus
Mobile Phone
Email
United StatesMichigan
Oct 17, 2025
D. T.
Wealth Advisor
Mobile Phone
Email
United StatesMichigan
Oct 25, 2025
C. F.
Client Concierge
Mobile Phone
Email
United StatesMichigan
Sep 08, 2025
R. L.
Financial Advisor
Mobile Phone
Email
Apr 28, 2025
M. J.
Mobile Phone
Email
United StatesArizona
Jul 14, 2025

Frequently Asked Questions

What is Generations Financial Planning & Wealth Management known for?

Generations Financial Planning & Wealth Management was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 77 East Michigan Avenue, Suite 140; you can contact the main corporate office by phone at

+1-269-441-****

. Explore Generations Financial Planning & Wealth Management's company overview page for more information.

What is Generations Financial Planning & Wealth Management's most common email format?

Generations Financial Planning & Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Generations Financial Planning & Wealth Management email formats with LeadIQ.

How many employees does Generations Financial Planning & Wealth Management have currently?

Generations Financial Planning & Wealth Management has approximately 6 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Generations Financial Planning & Wealth Management's key employees and leadership?

As of December 2025, Generations Financial Planning & Wealth Management's key employees include:

Managing Partner & Family Wealth Advisor: N. A.
Owner: M. C.
Wealth Manager: N. A.
Principal: A. L.
Emeritus: L. R.

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