JA
Jennifer M. Archambault
GENERATIONAL WEALTH MANAGEMENT
Zeeland, MI 49464
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CRD#: 5764358
JA
Professional summary
Jennifer Marie Archambault, who also goes by Jenn Marie Declerck, Jennifer Marie Declerck, Jennifer Declerck, is a registered financial advisor currently at GENERATIONAL WEALTH MANAGEMENT located in Zeeland, Michigan.
Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jennifer has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jenn Marie Declerck | Jennifer Marie Declerck | Jennifer Declerck
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. 244 E MAIN AVE, ZEELAND, MI 49464. RIA. 160 HRS/MO; 8 HRS/DAY DURING TRADING HRS. 2) GEN-WEALTH INSURANCE SOLUTIONS. 244 E MAIN AVE, ZEELAND, MI 49464. HEALTH & LIFE INSURANCE SALES. ASSIST CLIENTS WITH HTEIR HEALTH & LIFE INSURANCE NEEDS BY PROCESSING APPLICATIONS & ENROLLMENTS. 10 HRS/MO; 8 DURING TRADING HRS. 3) MI NOTARY PUBLIC. 244 E MAIN AVE, ZEELAND, MI 49464. NOTARY SERVICES AVAILABLE UPON CLIENT REQUEST. <1HR/MO;<1 HR DURING TRADING HRS. 4) GEN-WEALTH TAX SERVICE. NON-CPA TAX PREPARATION. TAX RETURN PREPARATION & YEAR-END PLANNING. 10 HR/MO; 8 DURING TRADING HRS.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Marie Archambault'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®
NoneExperience
Current
October 13, 2016 - Present
GENERATIONAL WEALTH MANAGEMENT
Office #1: 244 East Main Avenue, Zeeland, MI 49464RIA
CRD#: 281330
Zeeland, MI
Past
May 5, 2021 - December 9, 2022
PRIVATE CLIENT SERVICES, LLC
BD
CRD#: 120222
ZEELAND, MI
Past
November 24, 2011 - 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.Highlighted states indicate IAR registrations
IAR
Michigan(10/13/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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.
Company Information
GENERATIONAL WEALTH MANAGEMENT
CRD#: 281330Zeeland, MI 49464TRUST BUT VERIFY
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