Check out the background of firms and investment professionals on FINRA’s BrokerCheck: BROKERCHECK

Battle Creek​

269-441-4143​

Jackson​

517-795-2025​

Kalamazoo

269-441-4099

Battle Creek​

269-441-4143​

Jackson​

517-795-2025

Kalamazoo

269-441-4099

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Access my Generations Financial Planning & Wealth Management Accounts

Generations Financial Planning provides access to all of your accounts online through this portal. Login information is provided by your advisor. Use the contact form to the right for questions or call the office (269)441-4091.. Use the links below to access the account you need:

Cambridge Investment Research Statements (CIR Statements)

CIR Statements aggregates your account information from NFS and other custodians such as Pershing, Trust Company of America, mutual fund and annuity companies. Keep in mind, because of the aggregation from other parties, values and transactions may be delayed a day or two. CIR Statements provides performance and asset allocation information regarding your accounts.
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Wealthscape for Cambridge Investment Research Customers

Wealthscape provides direct access to your accounts held at National Financial Services. Wealthscape is updated throughout the day and provides access to your monthly statements. To obtain paperless delivery of your statements and confirmations, you will want to subscribe to Wealthscape.
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Pershing

Access your Envestnet Managed accounts via Netx Investor. This site is updated throughout the day and provides access to your monthly statements and confirmations. You can also signup here for paperless document delivery. You can register online for access or log in using the following link:

Access Pershing

Access your Cambridge Pershing accounts via Netx Investor. This site is updated throughout the day and provides access to your monthly statements and confirmations. You can also signup here for paperless document delivery. You can register online for access or log in using the following link.  You will also need to enter the Financial Organization Number of 5CR:

Access NetxInvestor

Charles Schwab Client

Charles Schwab Client provides direct access to your accounts held at Charles Schwab.  It is updated throughout the day and provides access to your documents. You will be sent an email with your Charles Schwab initial login information. To access the site click on the following link:

Access Charles Schwab Client

eMoney

Data aggregation, planning & budgeting site.  If you do not have access to this site, please contact us and we will go over your options.

Access eMoney
The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.

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If you are serious about planning for your future, we want to meet with you. We ask that you provide us with some basic information so we can assess your needs and schedule a meeting. Please follow the link below to complete our survey.
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Check out the background of firms and investment professionals on FINRA’s BrokerCheck: BROKERCHECK

* Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Generations Financial Planning & Wealth Management are not affiliated. Cambridge does not provide tax or legal advice.

Advisory services available in all 50 states. Information relating to securities is intended for use by individuals residing in: Alabama, Florida, Georgia, Indiana, Maryland, Michigan, Pennsylvania, Tennessee, Texas, Virginia, Washington, Wisconsin and the U.S. Virgin Islands only. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined.

Client Relationship Summary (form CRS)

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Contact Us

269-441-4143

517-795-2025

269-441-4099

866-381-2301

[email protected]

77 E Michigan Ave,
Suite 140
Battle Creek, MI 49017

977 Airport Rd.
Jackson, MI 49202

1803 Whites Rd. Suite 6.
Kalamazoo, MI 49008

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