Genxfinancial
GenXFinancial is the parent company for Innovative Financial Group MyRemoteFA and SellMyFinancialPractice Each business is focused on helping support the independent financial advisor deliver fiduciary planning and advice to clients. Through these businesses GenXFinancial is helping create the roadmap for how financial firms are built and advice is delivered to clients. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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Verified contacts
4
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
22
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- DR
David Reichert
Head of Operations and Finance · Operations
EmailPhone - KH
Kiley Hard
Director of Operations & Director of Client Relations · Operations
EmailPhone - NF
Najda Ferkic
Director of Advisor Transitions and Training · Other
EmailPhone
Showing 3 of 4 verified contacts
Top roles at Genxfinancial
4 distinct titles indexed · top 4 shown.
- 1director of advisor transitions and training
- 1director of operations & director of client relations
- 1head of operations and finance
- 1head of private client division
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