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William Kinkel

Advisor at Genesis Wealth Management

Updated today
Genesis Wealth Management logo

Firm

Genesis Wealth Management

Location

East Alton, IL 62024

Credentials

Series 63, Series 65

Industry experience

8 years

About

William Kinkel is a financial advisor with Genesis Wealth Management Group, LLC in Alton, IL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked as a sole proprietor since 2021 and has been employed with Ameren Missouri in operations management since 1981. Outside of his advisory role, Kinkel sells insurance products through his sole proprietorship. Genesis Wealth Management Group serves individual clients, trusts, estates, and charitable organizations with financial planning and portfolio management, offering discretionary and non-discretionary advisory services along with retirement plan consulting. The firm uses an IPS-driven process and combines in-house management, sub-advisors, and third-party platforms to tailor portfolios according to client objectives and risk tolerance.

Client services

Based on Genesis Wealth Management

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Genesis Wealth Management

Long-term care insurance Elder care planning Tax strategies for small businesses

Occupation focus

Based on Genesis Wealth Management

Retired Founder/Business Owner

Fee options

Percentage

$0 - $749,999: 1.00% annually $750,000 - $999,999: 0.75% annually $1,000,000+: 0.65% annually

Project-based

$175 per hour for financial planning services

Location

1 Terminal Drive, Suite A

East Alton, IL 62024

Most active in

Illinois · Missouri

Work history

William Kinkel, Sole Proprietor

2021 - Present (5 years)

Genesis Wealth Management Group, LLC

2021 - Present (5 years)

Ameren Missouri

1981 - Present (45 years)

Disclosures

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Business activities & affiliations

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