Joshua Mark Moklestad

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → 04/2018
  Garrett Larson State Farm Agency
  Minneapolis, MN
• 06/2016 → 07/2017
  Cottage Grove Church
  Des Moines, IA
• 08/2013 → 06/2017
  Cornerstone Church
  Ames, IA
• 04/2018 → 03/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 04/2018 → 03/2019
  Northwestern Mutual Investment Services Llc
  Mendota Hts, MN
• 07/2018 → 03/2019
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 04/2019 → 07/2021
  Gen Financial Management, Inc.
  Plymouth, MN
• 08/2021 → Present
  Gen Financial Management Inc.
  Plymouth, MN

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-05-03

Designations

• Certified Financial Planner

Other Names

• Josh Moklestad