Joshua
Moklestad
Gen Financial Management Inc
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About this Advisor
Joshua Moklestad is a certified financial planner operating out of Minneapolis, Minnesota. Moklestad is an advisor for Gen Financial Management Inc. Throughout their career, they have worked at Garrett Larson State Farm Agency, Cottage Grove Church, Cornerstone Church, Ls2Group, Walnut Creek Church, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company and Gen Financial Management, Inc. Moklestad holds a Series 63 license, designating them as a securities agent, and is registered to operate in Minnesota and Texas. Gen Financial Management Inc is a financial advisory firm that has its headquarters in Minneapolis, MN. It handles $409 million in assets under management between its 1,710 accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 1,710 client accounts, 28% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Gen Financial Management Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and publication of newsletters. Fees charged by financial advisors largely depend on which services are provided. Fee types charged by Gen Financial Management Inc likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gen Financial Management Inc Brokerage Details
$408,749,800
4
1,710
$239,035
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
Joshua Moklestad Work History
Joshua has been registered as a financial advisor for 0 years.*
Gen Financial Management, Inc
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Garrett Larson State Farm Agency
Cottage Grove Church
Cornerstone Church
Ls2Group
Walnut Creek Church
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Moklestad 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
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
