Generations Investment Services

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

9959 Nathan Ln N, Maple Grove, Minnesota...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Generations Investment Services

Generations Investment Services, LLC (GIS) offers investment guidance leveraging decades of experience and knowledge passed down through generations. The firm provides a range of securities services in partnership with LPL Financial, catering to clients' diverse financial needs, including retirement planning, estate building, and insurance solutions. GIS emphasizes personalized strategies tailored to individual client goals and risk tolerance, ensuring that every client receives the attention and expertise they deserve. Their mission is to support clients through various life stages, helping them navigate financial complexities with confidence.Explore more
Generations Investment Services's Social MediaPopular SearchesGenerations Investment Services LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Generations Investment Se...

<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2007
TH
Thomas HofbauerChief Investment Officer
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Generations Investment Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Generations Investment Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Generations Investment Services.

Generations Investment Services Tech Stack

A closer look at the technologies used by Generations Investment Services

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Frequently Asked Questions Regarding Generations Investment Services

What is Generations Investment Services's official website?
Generations Investment Services's official website is www.generationsis.com
What is Generations Investment Services's Revenue?
Generations Investment Services's revenue is <$5 Million
What is Generations Investment Services's SIC code?
Generations Investment Services's SIC: 62,628
What is Generations Investment Services's NAICS code?
Generations Investment Services's NAICS: 52,523
How many employees does Generations Investment Services have?
Generations Investment Services has 1-10 employees
What industry does Generations Investment Services belong to?
Generations Investment Services is in the industry of: Finance, Securities Trading
What is Generations Investment Services competition?
Generations Investment Services top competitors include: Journey Capital Advisers, Eppolito Financial Strategies, Wealth Advisory Services, Holliger Financial Consultants
What technology does Generations Investment Services use?
Some of the popular technologies that Generations Investment Services uses are: Squarespace Online Stores, Proofpoint, Adobe Typekit, GoDaddy DNS
What does Generations Investment Services do?

Generations Investment Services, LLC (GIS) offers investment guidance leveraging decades of experience and knowledge passed down through generations. The firm provides a range of securities services in partnership with LPL Financial, catering to clients' diverse financial needs, including retirement planning, estate building, and insurance solution... s. GIS emphasizes personalized strategies tailored to individual client goals and risk tolerance, ensuring that every client receives the attention and expertise they deserve. Their mission is to support clients through various life stages, helping them navigate financial complexities with confidence.Read More

What are Generations Investment Services social media links?
Generations Investment Services Linkedin page
Is Generations Investment Services a public company?
Generations Investment Services is private company therefore does not currently have an official ticker symbol
See more information about Generations Investment Services

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