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JG

Joel Genzink

MAGNA ADVISORS
HOLLAND, MI
Some features on this profile are disabled
CRD#: 7853948
JG

Professional summary

Joel Genzink is a registered financial advisor currently at MAGNA ADVISORS located in Holland, Michigan.

Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Joel has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

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 - 11/2024 - Capital Harbor Advisors - Non-Variable Insurance - Inv Related - MI 49424 - OBA Start Date: 12/25/2023. 2 - 11/2024 - Magna Holdings Inc - Business Entity For Tax/Investment Purposes Only - Not Inv Related - Holland MI - Oba Start Date: 10/25/2024. 3 - 11/2024 - Capital Harbor Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 40 Hours During Trading - At reported business location(s). 4 - 11/2024 - Joel Genzink, Broker - Mortgage/Real Estate Services - Inv Related - 16 Hours/Month - MI 49424 - OBA Start Date: 5/1/2005. 5 - 11/2024 - Versadigm LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - MI 49424 - OBA Start Date: 10/25/2024.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Genzink'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®
None

Experience

Current

March 26, 2025 - Present

MAGNA ADVISORS

RIA
CRD#: 334849
HOLLAND, MI
Past

November 8, 2024 - June 12, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
HOLLAND, MI
Past

November 8, 2024 - June 12, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
HOLLAND, MI
Past

June 14, 2024 - November 14, 2024

OSAIC WEALTH, INC.

RIA
CRD#: 23131
HOLLAND, MI
Past

June 14, 2024 - November 14, 2024

OSAIC WEALTH, INC.

BD
CRD#: 23131
HOLLAND, MI
Past

March 27, 2024 - June 14, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
HOLLAND, MI
Past

March 7, 2024 - June 14, 2024

SECURITIES AMERICA, INC.

BD
CRD#: 10205
HOLLAND, MI

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
(3/26/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/25/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/7/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/12/2024
Securities Industry Essentials Examination

Current Firm

MA
MAGNA ADVISORS
MAGNA ADVISORS | MAGNA ADVISORS, LLC

CRD#: 334849 / SEC#:

Michigan
Registered Investment Advisory firm - (3/26/2025 Approved)
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Contact information

Main Address
Holland, MI
Mailing Address
Phone number
(616) 494-1500
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

MAGNA ADVISORS

CRD#: 334849Holland, MI

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