East Alton, IL Office
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Genesis Wealth Management
Team
Firm-wide stats for Genesis Wealth Management
About
Genesis Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations and retirement plans. The firm reports managing roughly $54.5 million for about 377 clients across five advisors and generally charges fees based on a percentage of assets under management.
Portfolios are tailored to client goals and risk tolerance and may be managed directly or through third‑party managers, model portfolios, or sub‑advisors using platforms such as Envestnet, SEI and Morningstar; the firm documents objectives in investment policy statements and conducts periodic reviews. Genesis offers both discretionary and non‑discretionary services, ERISA 3(21) plan support, variable annuity oversight, and coordinates implementation with outside professionals as needed.
Noteworthy aspects disclosed in the brochure include that some principals maintain licensed insurance businesses and devote substantial time to those activities, and the firm may offer insurance products that generate commission compensation, a potential conflict of interest the firm reports and discloses. The firm also provides specialized services for veterans (including Improved Pension/Aid‑and‑Attendance evaluations coordinated with a VA‑accredited attorney), long‑term care and Medicaid planning, and it discloses fee‑sharing and incentive arrangements with certain third‑party money managers.
Based on Genesis Wealth Management
Expertise
Based on Genesis Wealth Management
Location
1 Terminal Drive, Suite A
East Alton IL 62024
Advisors at this office
4
Advisors at this office
William K
Series 63, Series 65
East Alton, IL
Genesis Wealth Management
William Kinkel is a financial advisor at Genesis Wealth Management in East Alton, IL, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been a general supervisor at Ameren Missouri since 1981. Kinkel also maintains an insurance agency operating on a limited basis. Genesis Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers tailored portfolios and a range of services including discretionary and non-discretionary management, ERISA plan support, and specialized planning for veterans and long-term care.
Jon P
Series 63, Series 65
East Alton, IL
Genesis Wealth Management
Jon Payne is a financial advisor at Genesis Wealth Management with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several entities including Genesis Financial Group Inc. since 1999 and Gradient Securities, LLC from 2011 to 2016. Payne also serves on the Macoupin County Board. Genesis Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $54.5 million for around 377 clients and offers tailored portfolios using platforms such as Envestnet, SEI, and Morningstar, as well as specialized services for veterans and long-term care planning.
Michelle Z
Series 65
East Alton, IL
Genesis Wealth Management
Michelle Zimmer is a financial advisor at Genesis Wealth Management with a Series 65 designation and over 18 years of professional experience, primarily gained at United Community Bank. She has been with Genesis Wealth Management Group since 2026 and previously with Genesis Financial Group. Genesis Wealth Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $54.5 million for 377 clients across five advisors, offering tailored portfolios and both discretionary and non-discretionary services.
Reid M
Series 63, Series 65
East Alton, IL
Genesis Wealth Management
Reid Mortensen is a financial advisor with Genesis Wealth Management who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has been affiliated with Genesis Wealth Management Group, LLC since 2011 and also operates as an independent insurance agent, dedicating a significant portion of his time to Genesis Insurance & Financial Advisors, LLC. Genesis Wealth Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $54.5 million for around 377 clients. The firm customizes portfolios based on client goals and risk tolerance and offers both discretionary and non-discretionary services while coordinating with outside professionals as needed.
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