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).

Current Firm Details
307 Henry Street #400, Alton, IL 62002
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    312
    ACCOUNTS
  • Average Account Value
    $98,576
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
The map below shows states where this firm has explicit registration only.

FL, IL, MO

Financial Advisors at Genesis Wealth Management Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Reid Mortensen, financial advisor Alton IL
Reid M. Mortensen
CRD#: 3016375
307 Henry Street #400, Alton, IL 62002

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.

2
Jon Payne, financial advisor Alton IL
Jon C. Payne
CRD#: 1402732
307 Henry Street #400, Alton, IL 62002

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.

3
William Kinkel, financial advisor East Alton IL
William J. Kinkel
CRD#: 1575077
1 Terminal Drive, Suite A, East Alton, IL 62024

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.

4
Jamie Payne, financial advisor Bunker Hill IL
Jamie C. Payne
CRD#: 7517886
114 E Warren Street, Bunker Hill, IL 62014

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.

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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