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Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Gen Y Planning LLC 4 years, 2 months Apr 2013 - Present
Gen Y Planning 4 years, 2 months Apr 2013 - Present
Learnvest Planning Services, LLC 9 months Mar 2012 - Dec 2012
Minnesota State University At Mankato 2 years, 10 months Feb 2012 - Dec 2014
Cahill Financial Advisors, Inc. 2 years, 2 months Jan 2010 - Mar 2012
Cambridge Investment Research, Inc 1 year, 10 months Mar 2008 - Jan 2010
Berger Financial Group, Inc. 2 years, 5 months Aug 2007 - Jan 2010
Big Bowl Restaurant 1 year, 3 months Apr 2006 - Jul 2007

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Sophia Bera

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 25, 2017
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    May 25, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Gen Y Planning

Last updated on May 14, 2017
    • $1.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 54
      Accounts
    • $27.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees