Bryan Lynn Vancura
Investment adviser representative at Gen Financial Management Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$331.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Gen Financial Management, Inc.May 2015 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Gen Financial Management Inc.
$331.8MAssets managed
246Clients
4Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5884275
- Firm CRD
- 110179