SW
Schyuler J. Wilson
GENERATIONAL WEALTH MANAGEMENT
Zeeland, MI 49464
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CRD#: 4746809
SW
Professional summary
Schyuler James Wilson, AIF® is a registered financial advisor currently at GENERATIONAL WEALTH MANAGEMENT located in Zeeland, Michigan and PRIVATE CLIENT SERVICES, LLC located in Zeeland, Michigan.
Schyuler is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Schyuler has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 Partners, Inc (DBA Generational Wealth Management). 244 E Main Ave, Ste 4, Zeeland, MI 49464. RIA. 160 hrs/mo; 120 during trading hrs. 2) 244 E Main Ave, Ste 4, Zeeland, MI 49464. Notary stamp services. Notarize documents for clients as needed. 1 hr/mo; 1 during trading hrs. 3) 244 E Main Ave, Ste 4, Zeeland, MI 49464. Life insurance sales. Servicing agent on existing and potential new life insurance business. 2 hrs/mo; 2 during trading hrs.
CRS (Client Relationship Summary) - RIA
Click below to view Schyuler James Wilson's 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®
Experience
Current
May 17, 2016 - Present
GENERATIONAL WEALTH MANAGEMENT
Office #1: 244 East Main Avenue, Zeeland, MI 49464RIA
CRD#: 281330
Zeeland, MI
Current
August 2, 2022 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 238 E Main Ave Ste 12, Zeeland, MI 49464Office #2: 202 S Michigan Street Suite 903, South Bend, IN 46601RIA
BD
CRD#: 120222
Zeeland, MI
Past
May 5, 2021 - March 4, 2022
PRIVATE CLIENT SERVICES, LLC
BD
CRD#: 120222
ZEELAND, MI
Past
November 12, 2020 - July 28, 2021
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
ZEELAND, MI
Past
May 1, 2012 - November 12, 2020
FIRST ALLIED ADVISORY SERVICES, INC.
RIA
CRD#: 137888
ZEELAND, MI
Past
October 19, 2010 - May 5, 2021
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
ZEELAND, MI
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".
GW
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)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(8/2/2022)
RR
Florida(8/2/2022)
RR
Georgia(8/2/2022)
RR
Illinois(8/2/2022)
IAR
Indiana(5/29/2019)
RR
Indiana(8/2/2022)
RR
Kansas(8/21/2025)
IAR
Michigan(5/17/2016)
RR
Michigan(8/2/2022)
RR
Minnesota(8/2/2022)
RR
Ohio(8/2/2022)
RR
South Carolina(9/8/2025)
RR
Tennessee(8/2/2022)
RR
Wisconsin(8/2/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GW
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)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 1,751 |
| AUM (Assets Under Management) | $ 299,652,790 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
