John Bongiovanni, CFP and Generational Wealth Management, affiliated with one of the nation’s leading financial services companies — Northwestern Mutual, recently welcomed Lucas B. Slezak as an associate partner. Slezak assists in advising Generational Wealth Management’s more than 500 clients in 20 states.
Slezak joined Bongiovanni’s team in 2016 as manager of Investment Operations. He holds the CFP (Certified Financial Planner) and CIMA (Certified Investment Management Analyst) designations, along with his FINRA Series 7 and 66 licenses.
The Generational Wealth Management team of nine is committed to providing clients with the highest quality financial planning and investment advisory services. Lucas is also a member of the Investment and Wealth Institute, which is a standards body for financial professionals who embrace excellence and ethics.
John M. Bongiovanni, Adam B. Jack and Slezak use Generational Wealth Management as a marketing name for doing business as representatives of Northwestern Mutual. Generational Wealth Management is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries.
Bongiovanni, Jack and Slezak provide investment advisory services as advisers of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank, and investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Bongiovanni, Jack and Slezak are insurance agents of NM.