Generations Financial Planning & Wealth Management provides comprehensive financial planning and customized asset management through Cambridge Investment Research Advisors, Inc. to clients in Southwest Michigan and nationwide. Generations is a full service independent financial firm offering comprehensive financial planning services, investment management, life insurance, long term care insurance and annuities.
View Top Employees from Generations Financial Planning & Wealth Management| Website | http://www.genfinplan.com |
| Revenue | $16.7 million |
| Employees | 6 (5 on RocketReach) |
| Founded | 2009 |
| Address | 77 E Michigan Ave Suite 140, Battle Creek, Michigan, US |
| Phone | (269) 441-4143 |
| Fax | (269) 441-4093 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| Competitors | Balboa Wealth Partners, Inc., Dougherty & Associates, Empire State Asset Management, LLC, Reynolds Wealth Management, Waterford Advisors, LLC |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
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Generations Financial Planning & Wealth Management Questions
The Generations Financial Planning & Wealth Management annual revenue was $16.7 million in 2024.
Loren Rex is the President of Generations Financial Planning & Wealth Management.
5 people are employed at Generations Financial Planning & Wealth Management.
Generations Financial Planning & Wealth Management is based in Battle Creek, Michigan.
The NAICS codes for Generations Financial Planning & Wealth Management are [52, 52393, 5239, 523].
The SIC codes for Generations Financial Planning & Wealth Management are [62, 628].
Top Generations Financial Planning & Wealth Management Employees
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15
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Viewharish kishore
Partner at Generations Financial Planning & Wealth Management
Hoshiarpur, PB, IN1
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