Advisor at Genesis Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Genesis Wealth Management
Location
East Alton, IL 62024
Credentials
Series 63, Series 65
Industry experience
14 years
Reid Mortensen is a financial advisor at Genesis Wealth Management Group, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Genesis Wealth Management Group since 2011. Mortensen also operates as an independent insurance agent through Genesis Insurance & Financial Advisors, dedicating half of his professional time to this activity. Genesis Wealth Management Group serves individuals, trusts, estates, and charitable organizations with financial planning and portfolio management services. The firm employs an IPS-driven process and utilizes a combination of in-house management, sub-advisors, and third-party platforms to construct and monitor portfolios tailored to clients’ objectives and risk profiles.
Based on Genesis Wealth Management
Based on Genesis Wealth Management
$0 - $749,999: 1.00% annually $750,000 - $999,999: 0.75% annually $1,000,000+: 0.65% annually
$175 per hour for financial planning services
1 Terminal Drive, Suite A
East Alton, IL 62024
Florida · Illinois · Missouri
Genesis Insurance & Financial Advisors, Llc
2014 - Present (12 years)
Genesis Wealth Management Group, LLC
2011 - Present (15 years)
Self-employed
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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CFP®, CFA®, Series 66
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Series 66
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