GenWealth Advisory Group logo

GenWealth Advisory Group Employee Directory

Financial ServicesUtah, United States2-10 Employees

GenWealth Advisory Group operates in the financial services sector, offering retirement-focused planning and education-based guidance to individuals, families, and businesses. Its approach centers on tailoring financial solutions to the unique circumstances of each client, with an emphasis on providing personal attention and education to help secure a future-oriented plan. The advisory services are provided through M2 Financial LLC, a registered investment adviser, while GenWealth Advisory Group functions as a separate legal entity operating under a marketing trade name. Based in Sandy, Utah, the firm highlights a commitment to thoughtful, individualized support within a professional, market-facing framework. The company positions itself as a local partner in retirement planning, distinguishing its services through personalized, client-specific strategies rather than a one-size-fits-all approach.

Find GenWealth Advisory Group employees' phone numbers or email addresses

GenWealth Advisory Group Global Highlights

Location
Employees

North America
4

Minus sign iconPlus sign icon
  • United States Of America
    4

GenWealth Advisory Group's Leadership

  • Stylized image of a person
    M. N.
    Founder And Investment Advisor Representative
  • Stylized image of a person
    M. N.
    Owner
  • Stylized image of a person
    K. K. A.
    Portfolio Relationship Manager
  • Stylized image of a person
    M. O.
    Client Services Manager

GenWealth Advisory Group Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Banking
  • Other

Contact profiles from GenWealth Advisory Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. N.
    Founder And Investment Advisor Representative
    United StatesUtah
    Mar 24, 2026
  • Stylized image of a person
    M. N.
    Owner
    United StatesUtah
    Feb 16, 2026
  • Stylized image of a person
    K. K. A.
    Portfolio Relationship Manager
    United StatesOregon
    Apr 14, 2026
  • Stylized image of a person
    M. O.
    Client Services Manager
    United StatesUtah
    Jun 08, 2026

Frequently Asked Questions

What is GenWealth Advisory Group known for?

Minus sign iconPlus sign icon
GenWealth Advisory Group was founded in 2002 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore GenWealth Advisory Group's company overview page for more information.

What is GenWealth Advisory Group's most common email format?

Minus sign iconPlus sign icon
GenWealth Advisory Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more GenWealth Advisory Group email formats with LeadIQ.

How many employees does GenWealth Advisory Group have currently?

Minus sign iconPlus sign icon
GenWealth Advisory Group has approximately 7 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are GenWealth Advisory Group's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, GenWealth Advisory Group's key employees include:

  • Founder And Investment Advisor Representative: M. N.
  • Owner: M. N.
  • Portfolio Relationship Manager: K. K. A.
  • Client Services Manager: M. O.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.