Genesis Investments

Genesis Investments (CRD# 310878) is a financial advisory firm headquartered in Ooltewah, TN. They manage $59,131,331 in 465 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
9448 Bradmore Ln, Ste 212, Ooltewah, TN 37363
https://www.genesis.investments
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    465
    ACCOUNTS
  • Average Account Value
    $127,164
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, TN, TX

Financial Advisors at Genesis Investments
Showing 1 - 3 of 3 top financial advisors.
1
Martin Conley, financial advisor Ooltewah TN
Martin F. Conley
CRD#: 6691582
9448 Bradmore Ln, Ste 212, Ooltewah, TN 37363

Martin Conley (CRD# 6691582) is an Investment Advisor Representative working at Genesis Investments in Ooltewah, TN and has over 7 years of experience in the finance industry.

2
James Dees, financial advisor Ooltewah TN
James H. Dees
CRD#: 6390237
9448 Bradmore Ln, Ste 212, Ooltewah, TN 37363

James Dees (CRD# 6390237) is an Investment Advisor Representative working at Genesis Investments in Ooltewah, TN and has over 9 years of experience in the finance industry.

3
Michele Sloan, financial advisor Ooltewah TN
Michele W. Sloan
CRD#: 5642296
9448 Bradmore Ln, Ste 212, Ooltewah, TN 37363

Michele Sloan (CRD# 5642296) is an Investment Advisor Representative working at Genesis Investments in Ooltewah, TN and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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