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Michael Robert Mathioudakis

GENESIS ADVISORS

FISHERS, IN

·CRD# 1693094·39 years experience

Professional Summary

Michael Robert Mathioudakis is a registered financial advisor currently at GENESIS ADVISORS, LLC located in Fishers, Indiana. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Michael has worked at 11 firms and has passed the Series 63, Series 65, Series 7, Series 6 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

39 years in the financial services industry

Current & Past Employments

GENESIS ADVISORS, LLC·CRD# 151976

RIA

10150 Lantern Road Suite 175, Fishers, IN 46037

November 12, 2009 - Present

TITAN SECURITIES·CRD# 131392

BD

Plano, TX

May 8, 2009 - June 2, 2010

PRIVATE WEALTH ADVISORS, INC.·CRD# 148144

RIA

Fishers, IN

May 4, 2009 - September 30, 2009

THE STEWARDSHIP ALLIANCE, LLC·CRD# 118835

RIA

Princeton, IN

January 15, 2004 - December 8, 2005

PRIVATE CONSULTING GROUP, INC.·CRD# 45053

BD

Fishers, IN

January 3, 2001 - March 30, 2009

KESTRA INVESTMENT SERVICES, LLC·CRD# 42046

BD

Austin, TX

July 10, 2000 - January 10, 2001

PRIVATE CONSULTING GROUP, INC.·CRD# 45053

RIA

Fishers, IN

November 3, 1999 - December 31, 2008

PRIVATE CONSULTING GROUP, INC.·CRD# 45053

BD

Portland, OR

September 15, 1999 - July 10, 2000

THE GENESIS GROUP, LLC·CRD# 122724

RIA

Fishers, IN

December 7, 1998 - April 28, 2003

KESTRA INVESTMENT SERVICES, LLC·CRD# 42046

BD

Austin, TX

May 20, 1997 - November 10, 1999

WOODBURY FINANCIAL SERVICES, INC.·CRD# 421

BD

Oakdale, MN

October 18, 1995 - May 28, 1997

JOHN HANCOCK DISTRIBUTORS LLC·CRD# 5249

BD

Boston, MA

September 11, 1993 - November 10, 1995

CONCOURSE FINANCIAL GROUP SECURITIES, INC.·CRD# 15708

BD

Birmingham, AL

July 3, 1990 - October 18, 1995

BERKSHIRE EQUITY SALES, INC.·CRD# 87

BD

July 9, 1987 - May 31, 1988

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Current Firm

GA

GENESIS ADVISORS, LLC

GENESIS ADVISORS, LLC

CRD#: 151976 / SEC#: 801-134853

RIA

Registered Investment Advisory firm - SEC (12/2/2025 Approved)

California

Registered Investment Advisory firm - California (1/2/2026 Terminated)

Florida

Registered Investment Advisory firm - Florida (12/3/2025 Terminated)

Indiana

Registered Investment Advisory firm - Indiana (12/5/2025 Terminated)

Louisiana

Registered Investment Advisory firm - Louisiana (12/3/2025 Terminated)

Texas

Registered Investment Advisory firm - Texas (12/3/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

10150 Lantern Road Suite 175, Fishers, IN 46037

Phone Number

(317) 577-6900

# of Employees

4

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A AND 2B (2/6/2026)

Regulatory Assets Under Management

Total Number of Accounts

364

AUM (Assets Under Management)

$121,222,670

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.07/2019- Michael R. Mathioudakis is currently sole owner and Managing Member of Genesis ESOP Advisors, LLC, Fishers, IN.- a firm that employee stock ownership plan trustee services to companies. This activity accounts for about 80% of his time. 2.Michael R. Mathioudakis also is an independent insurance agent. This activity accounts for approximately 5% of his time. 3.Michael R. Mathioudakis is a Co-Founder and investor of Quiddity Systems, Inc. Quiddity Systems, Inc. is a technology company in the human AI space. This activity accounts for approximately 10% of his time.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GA

GENESIS ADVISORS, LLC

GENESIS ADVISORS, LLC

CRD#: 151976 / SEC#: 801-134853

RIA

Registered Investment Advisory firm - SEC (12/2/2025 Approved)

California

Registered Investment Advisory firm - California (1/2/2026 Terminated)

Florida

Registered Investment Advisory firm - Florida (12/3/2025 Terminated)

Indiana

Registered Investment Advisory firm - Indiana (12/5/2025 Terminated)

Louisiana

Registered Investment Advisory firm - Louisiana (12/3/2025 Terminated)

Texas

Registered Investment Advisory firm - Texas (12/3/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

IAR

Indiana
(11/12/2009)

IAR

Texas
(4/7/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1996About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 1995About the Series 65 exam

Series 7 — General Securities Representative Examination

Passed Feb 2001About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 1987About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Mar 2001About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Robert Mathioudakis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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MM

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