Geneva Financial Group LLC

Geneva Financial Group LLC (CRD# 142899) is a financial advisory firm headquartered in , . They manage $2,800,000 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $140,000
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 23 years of experience in the finance industry.

2
Gregory P. Liesen
CRD#: 3187833
Geneva, IL
93
Wealthminder
score

Gregory Liesen (CRD# 3187833) is an Investment Advisor Representative working at Geneva Financial Group LLC in Geneva, IL and has over 19 years of experience in the finance industry.

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