Reid M. Mortensen

GENESIS WEALTH MANAGEMENT GROUP

Alton, IL 62002

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CRD#: 3016375

Professional summary

Reid Mcmahan Mortensen is a registered financial advisor currently at GENESIS WEALTH MANAGEMENT GROUP, LLC located in Alton, Illinois.

Reid is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Reid has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

GENESIS INSURANCE & FINANCIAL ADVISORS, LLC; INDEPENDENT INSURANCE AGENT 50% OF BUSINESS TIME

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reid Mcmahan Mortensen's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 13, 2011 - Present

GENESIS WEALTH MANAGEMENT GROUP, LLC

Office #1: 307 Henry Street #311, Alton, IL 62002

RIA

CRD#: 159240

Alton, IL

Past

February 23, 2004 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

EDWARDSVILLE, IL

Past

February 23, 2004 - July 26, 2007

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

EDWARDSVILLE, IL

Past

August 21, 2000 - January 26, 2004

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

February 14, 2000 - July 31, 2000

SICOR SECURITIES INC

CRD#: 16195

DAYTON, OH

Past

January 14, 1999 - January 26, 2000

SECURITIES MANAGEMENT & RESEARCH, INC.

CRD#: 759

CEDAR RAPIDS, IA

Past

March 26, 1998 - December 31, 1998

SECURITIES MANAGEMENT & RESEARCH, INC.

CRD#: 759

CEDAR RAPIDS, IA

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.

Highlighted states indicate IAR registrations

IAR

Florida
(6/17/2022)

IAR

Illinois
(10/13/2011)

IAR

Missouri
(4/19/2021)

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

State Security Law Exam

IAR

Series 65

Date: 9/14/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/12/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 3/25/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GENESIS WEALTH MANAGEMENT GROUP, LLC

DAYSPRING WEALTH SOLUTIONS, LLC | GENESIS WEALTH MANAGEMENT GROUP, LLC

CRD#: 159240 / SEC#:

Florida

Registered Investment Advisory firm - (6/17/2022 Approved)

Illinois

Registered Investment Advisory firm - (10/13/2011 Approved)

Missouri

Registered Investment Advisory firm - (4/19/2021 Approved)

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Contact information

Main Address

307 Henry Street #311, Alton, IL 62002

Mailing Address

Phone number

(618) 368-2100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	207
AUM (Assets Under Management)	$ 35,446,432

Red Flags

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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Reid M. Mortensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Reid Mcmahan Mortensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

GENESIS WEALTH MANAGEMENT GROUP, LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

PRUCO SECURITIES, LLC.

SICOR SECURITIES INC

SECURITIES MANAGEMENT & RESEARCH, INC.

SECURITIES MANAGEMENT & RESEARCH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/14/2011

Series 63

Date: 3/12/1998

Series 6

Date: 3/25/1998

Current Firm

GENESIS WEALTH MANAGEMENT GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GENESIS WEALTH MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

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