Joshua Mark Moklestad
Investment adviser representative at Gen Financial Management Inc.
13 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
13 years in the industry.
- Gen Financial Management Inc.Aug 2021 to now
- Gen Financial Management, Inc.Apr 2019 to Jul 2021
- Northwestern Mutual Wealth Management CompanyJul 2018 to Mar 2019
- Northwestern Mutual Investment Services LLCApr 2018 to Mar 2019
- Northwestern Mutual Life Insurance CompanyApr 2018 to Mar 2019
- Garrett Larson State Farm AgencySep 2017 to Apr 2018
- Cottage Grove ChurchJun 2016 to Jul 2017
- Cornerstone ChurchAug 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
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
- 6935264
- Firm CRD
- 110179