Geneva Financial Group, LLC

Geneva Financial Group, LLC (CRD# 142899) is a financial advisory firm headquartered in Cheyenne, WY. They manage $4,700,000 in 21 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $223,810
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, TX

Financial Advisors at Geneva Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John S. Emmett
CRD#: 2348092
Allen, TX
93
Wealthminder
score

John Emmett (CRD# 2348092) is an Investment Advisor Representative working at Geneva Financial Group, LLC in Allen, TX and has over 22 years of experience in the finance industry.

2
Gregory P. Liesen
CRD#: 3187833
Allen, TX
93
Wealthminder
score

Gregory Liesen (CRD# 3187833) is an Investment Advisor Representative working at Geneva Financial Group, LLC in Allen, TX and has over 17 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.