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Financial ADVSR advisor directory · SEC adviser records

Genesis Wealth Management financial advisors in Illinois

Every SEC-registered investment adviser representative at a Genesis Wealth Management office in Illinois, by city and A to Z.

4 registered advisors work at Genesis Wealth Management in Illinois, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in East Alton (3). 0 list the CFP designation and 0 are also registered broker representatives.

Genesis Wealth Management advisors by city in Illinois

Every firm in Illinois →

East Alton 3Bunker Hill 1

Genesis Wealth Management advisors in Illinois, A to Z

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Questions

How many Genesis Wealth Management financial advisors are in Illinois?

4 investment adviser representatives are registered at Genesis Wealth Management offices in Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Illinois does Genesis Wealth Management have the most advisors?

East Alton, with 3, then Bunker Hill (1). Genesis Wealth Management has advisors in 2 cities in Illinois.

How do I check a Genesis Wealth Management advisor in Illinois?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Genesis Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.