David L. Wilson

GENERATIONAL WEALTH MANAGEMENT

Zeeland, MI 49464

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CRD#: 2582912

Professional summary

David Lee Wilson, CFP®, who also goes by Dave Wilson, is a registered financial advisor currently at GENERATIONAL WEALTH MANAGEMENT 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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dave Wilson

Other business activities

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.

1.) GEN-WEALTH INC INSURANCE; EMPLOYEE/INSURANCE AGENT; INSURANCE(FIXED/LIFE/HEALTH/P&C); START DATE 09/01/2015; 1% OF HIS TIME.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Lee Wilson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

November 23, 2015 - Present

GENERATIONAL WEALTH MANAGEMENT

Office #1: 244 East Main Avenue, Zeeland, MI 49464

RIA

CRD#: 281330

Zeeland, MI

Past

November 12, 2020 - May 4, 2021

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

ZEELAND, MI

Past

July 2, 2012 - November 12, 2020

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

ZEELAND, MI

Past

January 22, 2010 - July 2, 2012

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

ZEELAND, MI

Past

September 27, 2007 - May 4, 2021

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

ZEELAND, MI

Past

October 19, 2004 - October 2, 2007

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

ZEELAND, MI

Past

September 17, 2004 - October 2, 2007

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ZEELAND, MI

Past

August 27, 1999 - October 5, 2004

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

March 8, 1995 - September 1, 1999

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GENERATIONAL WEALTH MANAGEMENT

GEN-WEALTH PARTNERS | GENERATIONAL WEALTH MANAGMENT | GENERATIONAL WEALTH MANAGEMENT | GEN-WEALTH PARTNERS, INC.

CRD#: 281330 / SEC#: 801-118828

RIA

Registered Investment Advisory firm - (6/1/2020 Approved)

Indiana

Registered Investment Advisory firm - (8/27/2020 Terminated)

Michigan

Registered Investment Advisory firm - (8/21/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(5/29/2019)

IAR

Michigan
(11/23/2015)

IAR

Texas
(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

State Security Law Exam

IAR

Series 65

Date: 3/10/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/10/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/7/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 12/16/2004

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 11/11/2004

General Securities Sales Supervisor - General Module Examination

Current Firm

GENERATIONAL WEALTH MANAGEMENT

GEN-WEALTH PARTNERS | GENERATIONAL WEALTH MANAGMENT | GENERATIONAL WEALTH MANAGEMENT | GEN-WEALTH PARTNERS, INC.

CRD#: 281330 / SEC#: 801-118828

RIA

Registered Investment Advisory firm - (6/1/2020 Approved)

Indiana

Registered Investment Advisory firm - (8/27/2020 Terminated)

Michigan

Registered Investment Advisory firm - (8/21/2020 Terminated)

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Contact information

Main Address

244 East Main Avenue, Zeeland, MI 49464

Mailing Address

Phone number

(616) 931-1270

Established

Firm type

Fiscal year end

# of Employees

111

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (4/14/2025)

Regulatory assets under management

Total Number of Accounts	1,751
AUM (Assets Under Management)	$ 299,652,790

Red Flags

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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Firm Stability Insights

David L. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Lee Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

ROBERT W. BAIRD & CO. INCORPORATED

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

GENERATIONAL WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/10/1995

Series 63

Date: 3/10/1995

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 3/7/1995

Series 9

Date: 12/16/2004

Series 10

Date: 11/11/2004

Current Firm

GENERATIONAL WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GENERATIONAL WEALTH MANAGEMENT

TRUST BUT VERIFY

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