VinceSturm- Financial Advisor Perry, IA

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About Vince Sturm

We provide financial guidance that enables our clients to achieve their lifetime goals, desires, and aspirations. In doing this we build peace of mind. Our clients know that our family takes our fiduciary responsibility to them and their assets to heart. We build confidence in our clients by showing them that both they and their loved ones are taken care of throughout their lifetimes and into their legacies.

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Generations Wealth Advisors is not affiliated with Kestra IS or Kestra AS.

See Disclosures

General Information

CRD#

3128214

Firm CRD#

42046

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Non-Profit Organizations, Individual Investors

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AWMA^®

Securities Licenses

Series 6, Series 7, Series 24, Series 63, Series 66

Insurance and Annuity Licenses

Life, Variable Annuity, Long Term Care, Variable Life, Health, Disability

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$40,000,000.00

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets

Fee % Based on Assets

Additional Details on Charges

Fees are determined by assets. Lower fee for higher assets

Minimum Fee Charged for Managed Accounts

none

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://www.kestrafinancial.com/disclosures

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1888260/paladinregistry-Generations-Wealth-Advisors-detailed-disclosure.html

Disclaimer

Paladin Advisors

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Paladin Research Report For:

Vince Sturm

Generations Wealth Advisors