LeadIQ logo
Learn more at LeadIQ.com
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

  • Founder And Investment Advisor Representative at GenWealth Advisory Group
    M. N.
    Founder And Investment Advisor Representative
    Mobile Phone
  • Owner at GenWealth Advisory Group
    M. N.
    Owner
    Mobile Phone
  • Portfolio Relationship Manager at GenWealth Advisory Group
    K. K. A.
    Portfolio Relationship Manager
    Mobile Phone
  • Client Services Manager at GenWealth Advisory Group
    M. O.
    Client Services Manager
    Mobile Phone

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
  • Founder And Investment Advisor Representative at GenWealth Advisory Group
    M. N.
    Founder And Investment Advisor Representative
    Mobile Phone
    United States, Utah
    Mar 24, 2026
  • Owner at GenWealth Advisory Group
    M. N.
    Owner
    Mobile Phone
    United States, Utah
    Feb 16, 2026
  • Portfolio Relationship Manager at GenWealth Advisory Group
    K. K. A.
    Portfolio Relationship Manager
    Mobile Phone
    United States, Oregon
    Apr 14, 2026
  • Client Services Manager at GenWealth Advisory Group
    M. O.
    Client Services Manager
    Mobile Phone
    United States, Utah
    Jun 08, 2026

Frequently Asked Questions

What is GenWealth Advisory Group known for?

Minus sign iconPlus sign iconGenWealth Advisory Group was founded in 2002 and operates in the Financial Services industry. You can contact GenWealth Advisory Group's main corporate office by phone at
+1-801-856-****
. 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 iconGenWealth Advisory Group employees' email format typically follows the pattern of First@genwealthadvisory.com. 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 iconGenWealth Advisory Group has approximately 7 employees as of September 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 September 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.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

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.