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Bryan Lynn Vancura

GEN Financial Management Inc.

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About Bryan Lynn Vancura

Bryan Vancura is a financial advisor at Gen Financial Management Inc. Bryan has been a registered representative since 2011 and is currently registered in Minnesota and Texas. Bryan is a Certified Financial Planner and specializes in retirement planning, college planning, and estate planning.

Firm Information

Bryan Vancura is currently registered with GEN Financial Management Inc.. GEN Financial Management Inc. is an investment advisor based in Plymouth, MN. They manage $431,309,406 in assets for 1,992 clients. The firm offers financial planning, portfolio management for individuals, pension consulting, and publication of periodicals services. Their client base primarily consists of individuals, pension and profit sharing plans, and high-net-worth individuals.
GEN Financial Management Inc.

10810 OLD COUNTY ROAD 15

PLYMOUTH, MN 55441

$431.31M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bryan Vancura’s Registration & Firm History

MN

03/04/2016 - Present

GEN Financial Management Inc. (PLYMOUTH MN)

MN

10/05/2012 - 05/19/2015

CETERA ADVISOR NETWORKS LLC (ST LOUIS PARK MN)

MN

03/09/2011 - 09/19/2012

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 03/12/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/19/2015

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan Lynn Vancura.
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