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Eric Craig Moleski

GEN Financial Management Inc.

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About Eric Craig Moleski

Eric Moleski is a financial advisor with Gen Financial Management Inc. Eric has been in the industry since 1988 and has experience with both individuals and businesses. Eric is a Certified Financial Planner and holds Series 7, 63 and 65 licenses. Eric has experience working with High-Net-Worth individuals, pension plans, and individuals other than High-Net-Worth individuals. Eric’s previous experience includes time with Royal Alliance Associates, Inc. and American Express Financial Advisors Inc.

Firm Information

Eric Moleski 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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Eric Moleski’s Registration & Firm History

MN

06/25/2015 - Present

GEN Financial Management Inc. (PLYMOUTH MN)

AZ

05/12/1995 - 02/05/1998

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

MN

10/19/1988 - 05/16/1995

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/19/1988 - 05/16/1995

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 03/02/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/06/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Craig Moleski.
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