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CFP
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CFP

David Wilson

Generational Wealth, INC.
31 Years of Experience
Zeeland, MI
May Earn CommissionSells Insurance
View SEC Summary
View SEC Summary

David Wilson is a CFP-designated registered investment advisor at Generational Wealth, INC., based in Zeeland, MI, with 31 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 665 clients with $390M in assets under management.

Generational Wealth, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
665 clients
Average Client Portfolio
$594K average
Assets Under Management
$394.8M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Management fee ranges between 0.80% and 1.75% of assets under management. Additional platform fees of 0.25% apply for the Multi-Strategy Platform Program, and third-party institutional strategist platforms may charge up to 0.50%-0.75% separately. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

244 East Main Avenue, Zeeland, MI, 49464

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David is an employee and insurance agent at Gen-Wealth Inc Insurance, selling fixed, life, health, and property & casualty insurance since 2015. This activity takes minimal time.

Employment History
Current Registrations
Generational Wealth, INC.
November 2015 - Present · 10 yrs 11 mos
Previous Registrations
Cetera Investment Advisers LLC
November 2020 - May 2021 · 6 mos
First Allied Advisory Services, INC.
July 2012 - November 2020 · 8 yrs 4 mos
First Allied Securities, INC.
January 2010 - July 2012 · 2 yrs 6 mos
First Allied Securities, INC.Broker
September 2007 - May 2021 · 13 yrs 8 mos
Wachovia Securities Financial Network, LLC
October 2004 - October 2007 · 3 yrs
Wachovia Securities Financial Network, LLCBroker
September 2004 - October 2007 · 3 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
August 1999 - October 2004 · 5 yrs 2 mos
Prudential Securities IncorporatedBroker
March 1995 - September 1999 · 4 yrs 6 mos
State Registrations3 states
INMITX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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