Joshua Moklestad
GEN Financial Management · Plymouth, Minnesota
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.
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Specialties
Who they serve
- Founders
- Retirees
- Pre-retirees
- Multi-generational families
- Executives
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 |
| Assets under management | $331.8M across 1,170 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, TX · CRD 6935264 |
| Exams passed | Series 63 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.genfinancial.com |
| Profile |
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Questions about Joshua
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- GEN Financial Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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