Bryan
Vancura

Gen Financial Management Inc

CRD#5884275
Investment Advisor
in Minneapolis, MN

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About this Advisor

Bryan Vancura is a financial advisor based in Minneapolis, Minnesota, working with Gen Financial Management Inc. Bryan has previously held positions at Affiance Financial, Cetera Advisor Networks LLC, and Gen Financial Management, Inc. Bryan has passed the Series 63 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Bryan is part of Gen Financial Management Inc, which operates out of Minneapolis, Minnesota. The firm has 5 employees and manages assets totaling $431.3 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Gen Financial Management Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

10810 Old County Road 15 Suite 200
Minneapolis, MN 55441

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Gen Financial Management Inc Brokerage Details

Total Assets Under Management

$431,309,406

MN Average: $5,289,111,388
Total Number of Employees

5

MN Average: 157
Total Number of Accounts

1,992

MN Average: 8,262
Average Account Size

$216,521

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

Bryan Vancura Work History

2015 - Present (10 years)

Gen Financial Management, Inc

2013 - 2015 (2 years)

Cetera Advisor Networks LLC

2012 - 2015 (3 years)

Affiance Financial

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Disclosures

Please visit the SEC profile of Bryan Vancura to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gen Financial Management Inc

Joshua Moklestad
Minneapolis, MN
Bryan Vancura
Minneapolis, MN
Taylor Karels
Minneapolis, MN
Aaron Lindberg
Minneapolis, MN
Eric Moleski
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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