Genesis Advisors, LLC

Genesis Advisors, LLC (CRD# 151976) is a financial advisory firm headquartered in Fishers, IN. They manage $14,440,000 in 95 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $152,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, TX

Financial Advisors at Genesis Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kevin M. Kaczmarek
CRD#: 6488971
10150 Lantern Road, Suite 175, Fishers, IN 46037
88
Wealthminder
score

Kevin Kaczmarek (CRD# 6488971) is an Investment Advisor Representative working at Genesis Advisors, LLC in Fishers, IN and has 1 year of experience in the finance industry.

2
Bradley E. Graber
CRD#: 2740459
10150 Lantern Road, Suite 175, Fishers, IN 46037
86
Wealthminder
score

Bradley Graber (CRD# 2740459) is an Investment Advisor Representative working at Genesis Advisors, LLC in Fishers, IN and has over 20 years of experience in the finance industry. Bradley Graber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael R. Mathioudakis
CRD#: 1693094
10150 Lantern Road, Suite 175, Fishers, IN 46037
66
Wealthminder
score

Michael Mathioudakis (CRD# 1693094) is an Investment Advisor Representative working at Genesis Advisors, LLC in Fishers, IN and has over 21 years of experience in the finance industry.

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