Advisors at this firm
Randall N
Series 65
Zeeland, MI
Generational Wealth, Inc.
Randall Nederveld is a financial advisor at Generational Wealth Management with 15 years of industry experience. He holds a Series 65 designation and previously operated Nederveld Capital Management, LLC for 22 years, alongside running his own CPA practice for over three decades. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, retirement education, and various non-advisory services such as tax preparation and family-office bill-pay. The firm uses Modern Portfolio Theory to build customized asset-allocation models and combines active and passive strategies through institutional platforms.
David W
CFP®, Series 63, Series 65
Zeeland, MI
Generational Wealth, Inc.
David Wilson is a CFP® professional with 31 years of industry experience. He has worked at Generational Wealth Management since 2015 and previously held roles at First Allied Securities, Inc. and First Allied Advisory Services, Inc. In addition to his advisory duties, he is an insurance agent involved in fixed, life, health, and property and casualty insurance. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, and other services such as tax preparation and family-office bill pay. The firm uses Modern Portfolio Theory to construct individualized asset-allocation models and manages portfolios through multiple platforms combining active and passive strategies.
John B
Series 65
Zeeland, MI
Generational Wealth, Inc.
John Bouws is a financial advisor at Generational Wealth Management in Zeeland, MI, holding a Series 65 designation. He has been with Generational Wealth Management since 2024 and has prior experience in various roles including positions at Midwest Construction Group and Hope College. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, retirement education, and additional services such as tax preparation and family-office bill pay. The firm uses Modern Portfolio Theory to construct individualized asset-allocation models and offers a combination of active and passive investment strategies managed through multiple platforms.
Cynthia M
Series 63, Series 65
Zeeland, MI
Generational Wealth, Inc.
Cynthia Mangmoun is a financial advisor with Generational Wealth Management in Zeeland, MI, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Her prior roles include positions at Private Client Services, First Allied Securities, and Gen-Wealth Partners, where she has worked since 2017. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, retirement education, and several non-advisory services. The firm uses Modern Portfolio Theory to construct personalized asset-allocation models and manages accounts through platforms like Charles Schwab and Altruist, combining active and passive strategies under discretionary management.
Schyuler W
Series 63, Series 65
Zeeland, MI
Generational Wealth, Inc.
Schyuler Wilson is a financial advisor at Generational Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including First Allied Advisory Services and Private Client Services. In addition to his advisory role, Wilson provides notary services and assists with life insurance sales. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households. The firm offers discretionary portfolio management, financial planning, retirement education, and non-advisory services such as tax preparation and insurance administration, managing approximately $300 million in client assets.
Levi V
Series 63, Series 65
Zeeland, MI
Generational Wealth, Inc.
Levi Van Dam is a financial advisor with Generational Wealth Management, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Private Client Services and Gen-Wealth Partners, Inc., as well as teaching positions at Calvin University and Holland Christian High School. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, and additional services such as tax preparation and insurance administration. The firm uses Modern Portfolio Theory to construct individualized asset-allocation models and manages portfolios through a multi-strategy platform with both active and passive investments.
Jennifer A
Series 63, Series 65
Zeeland, MI
Generational Wealth, Inc.
Jennifer Archambault is a financial advisor at Generational Wealth Management with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at First Allied Securities, Inc. from 2010 to 2021 before joining Generational Wealth Management in 2016. In addition to her advisory role, she is involved with Gen-Wealth Insurance Solutions, assisting clients with health and life insurance applications and enrollments. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, and additional services such as tax preparation and insurance administration. The firm employs a Modern Portfolio Theory approach and offers a combination of active and passive investment strategies through institutional platforms.
Robert F
CFP®, Series 63, Series 66
Brownsburg, IN
Generational Wealth, Inc.
Robert Fredrikson is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Generational Wealth Management and previously worked for Creative Financial Designs, Inc. and Cfd Investments, Inc. He also operates Fredrikson Financial and is involved in independent insurance sales on a limited basis. Generational Wealth Management is a team-based registered investment adviser serving individuals and high-net-worth households with discretionary portfolio management, financial planning, and additional services such as tax preparation and family-office bill pay. The firm utilizes a combination of active and passive strategies within customized asset-allocation models and manages client accounts through established custodians.