Genesis Wealth Management Group, LLC

Genesis Wealth Management Group, LLC (CRD# 159240) is a financial advisory firm headquartered in Alton, IL. They manage $2,474,451 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $95,171
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

IL

Financial Advisors at Genesis Wealth Management Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Douglas C. Thompson
CRD#: 2742919
131 North Bellwood Drive, Suite A, East Alton, IL 62024
96
Wealthminder
score

Douglas Thompson (CRD# 2742919) is an Investment Advisor Representative working at Genesis Wealth Management Group, LLC in East Alton, IL and has over 20 years of experience in the finance industry.

2
Jon C. Payne
CRD#: 1402732
131 N. Bellwood Drive, Suite A, East Alton, IL 62024
93
Wealthminder
score

Jon Payne (CRD# 1402732) is an Investment Advisor Representative working at Genesis Wealth Management Group, LLC in East Alton, IL and has over 31 years of experience in the finance industry.

3
Reid M. Mortensen
CRD#: 3016375
307 Henry Street #306, Alton, IL 62002
68
Wealthminder
score

Reid Mortensen (CRD# 3016375) is an Investment Advisor Representative working at Genesis Wealth Management Group, LLC in Alton, IL and has over 18 years of experience in the finance industry.

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