# Joshua Moklestad

> Joshua Moklestad is a fee-only financial advisor at GEN Financial Management in Plymouth, Minnesota, who holds the CFP credential. Joshua focuses on small business owners and family wealth transfer. GEN Financial Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joshua-moklestad/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** GEN Financial Management
- **Based in:** Plymouth, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $331.8M across 1,170 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners, Family wealth transfer
- **Works with:** Founders, Retirees, Pre-retirees, Multi-generational families, Executives
- **CRD:** 6935264 (https://adviserinfo.sec.gov/individual/summary/6935264)
- **SEC registration:** Investment adviser representative in MN, TX
- **Exams passed:** Series 63 (2018)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.genfinancial.com

## Frequently asked questions

### Is Joshua Moklestad a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and GEN Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joshua charge for financial advice?

Joshua's firm, GEN Financial Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Joshua charge?

According to GEN Financial Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.

### Where is Joshua Moklestad based?

Joshua Moklestad is based in Plymouth, Minnesota.

### What does Joshua specialize in?

Joshua's specialties include small business owners and family wealth transfer. Joshua works with founders, retirees, pre-retirees, multi-generational families and executives.

### What credentials does Joshua Moklestad hold?

Joshua Moklestad holds the CFP credential.

### Is Joshua Moklestad registered with the SEC?

Yes. Joshua Moklestad is registered as an investment adviser representative in MN and TX (CRD 6935264), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does GEN Financial Management manage?

GEN Financial Management reports $331.8M across 1,170 accounts in assets under management.

### How do I contact Joshua Moklestad?

Through Joshua's website, www.genfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6935264): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.genfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.