David Lee Wilson
CFP®Professional Summary
David Lee Wilson, CFP®, who also goes by Dave Wilson, is a registered financial advisor currently at GENERATIONAL WEALTH, INC. located in Zeeland, Michigan. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. David has worked at 7 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 9 and Series 10 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dave Wilson
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
31 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
GEN-WEALTH PARTNERS | GENERATIONAL WEALTH, INC. | GENERATIONAL WEALTH MANAGMENT | GENERATIONAL WEALTH MANAGEMENT | GEN-WEALTH PARTNERS, INC.
Contact Information
Main Address
244 East Main Avenue, Zeeland, MI 49464Phone Number
(616) 931-1270# of Employees
9SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,121AUM (Assets Under Management)
$394,770,403Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/10/2026 | Cover Page | Report |
| 02/04/2026 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
GEN-WEALTH PARTNERS | GENERATIONAL WEALTH, INC. | GENERATIONAL WEALTH MANAGMENT | GENERATIONAL WEALTH MANAGEMENT | GEN-WEALTH PARTNERS, INC.
State Registrations and Notice Filings
(5/29/2019)
(11/23/2015)
(3/3/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed Dec 2004About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Nov 2004About the Series 10 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view David Lee Wilson's CRS (Customer Relationship Summary).
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