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Eric Craig Moleski

Gen Financial Management Inc.

Plymouth, MN

CRD 1886880

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Employer firm

Gen Financial Management Inc. CRD 110179

$332M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Gen Financial Management Inc.

10810 Old County Road 15 Suite 200, Plymouth, MN 55441 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-06-25
MN RA APPROVED 2013-11-26
  • TX RA
    APPROVED
    Since 2015-06-25
  • MN RA
    APPROVED
    Since 2013-11-26

Branch Locations

10810 Old County Road 15 Suite 200, Plymouth, MN 55441 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gen Financial Management, Inc. Plymouth MN 04/1998 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-03-02
S63 Uniform Securities Agent State Law Examination 1988-12-06
  • S65 Uniform Investment Adviser Law Examination
    1998-03-02
  • S63 Uniform Securities Agent State Law Examination
    1988-12-06
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CS PLANNING CORP
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
ADVISORY SOLUTIONS GROUP

Nearby Investors

JACQUIE Kathleen LEMARR
Ronald Dean Moore
JUSTIN AARON HART

Nearby Offices

CS PLANNING CORP · PORTLAND, OR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · PORTLAND, OR
ADVISORY SOLUTIONS GROUP · PORTLAND, OR

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