Genesis Wealth Management Group, LLC
Genesis Wealth Management Group, LLC (CRD# 159240) is a financial advisory firm headquartered in Alton, IL. They manage $30,755,590 in 312 accounts and serve the financial needs of clients across 3 states (or territories).
-
Total Assets Under Management31MILLION
-
Total Number of Accounts312ACCOUNTS
-
Average Account Value$98,576
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IL, MO
Reid Mortensen (CRD# 3016375) is an Investment Advisor Representative working at Genesis Wealth Management Group, LLC in Alton, IL and has over 26 years of experience in the finance industry.
Jon Payne (CRD# 1402732) is an Investment Advisor Representative working at Genesis Wealth Management Group, LLC in Alton, IL and has over 38 years of experience in the finance industry.
William Kinkel (CRD# 1575077) is an Investment Advisor Representative working at Genesis Wealth Management Group, LLC in East Alton, IL and has over 37 years of experience in the finance industry.
Jamie Payne (CRD# 7517886) is an Investment Advisor Representative working at Genesis Wealth Management Group, LLC in Bunker Hill, IL and has over 2 years of experience in the finance industry.