Gen4 Wealth Advisors
Company

Gen4 Wealth Advisors

Financial Services 5251 W 116th Place 3 employees
Employees
3
Contacts
1
Emails
1
Phones
1

Gen4 Wealth Advisors Overview

Headquarters
5251 W 116th Place
Industry
Financial Services
Employees
3
Founded
2023
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Gen4 Wealth Advisors

We assists individuals, families and businesses with a broad array of financial needs. With the support of the largest independent broker dealer*, we are able to utilize independent research, recommend suitable investment strategies and develop customized financial plans. Our goal is to build long-lasting, personalized relationships, while approaching each client's financial situation with a holistic view. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. WCG Wealth Advisors is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where WCG Wealth Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Gen4 Wealth Advisors unless a client service agreement is in place. Comments by viewers or third party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a client or prospective client will experience a higher level of performance or results. Adviser has reasonable belief that the content posted by a Third Party does not contain untrue statements of material fact, or misleading information regarding its advisory services. For a list of states in which we are registered to do business, please visit www.Gen4wealth.com Aaron S. Herwig is a registered representative with and securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "See Contact Info" section. Investment advice is offered through WCG Wealth Advisors, a registered investment adviser. WCG Wealth Advisors and Gen4 Wealth Advisors are separate entity/entities from LPL Financial.

Gen4 Wealth Advisors Contact Details

People in AeroLeads
3
With contact data
1
Email contacts
1
33.3% coverage
Phone contacts
1
33.3% coverage

Gen4 Wealth Advisors Org Chart

Sample employees and titles
Name Title Contact
Aaron Herwig, Cpfa®, Mba CEO, Wealth Advisor - Gen4 Wealth Advisors
Email Phone
Jordan Herwig Wealth Advisor and Nil Expert at Gen4 Wealth Advisors
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Alex Howell Finance Student at the University of Kansas - Gen4 Wealth Advisor Financial Planning Intern - 3&2 Baseball Umpire
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Employees by Management Level

Executive 1 profile
Individual contributor 1 profile
Intern / trainee 1 profile

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