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Reid Mcmahan Mortensen

Genesis Wealth Management Group, LLC

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About Reid Mcmahan Mortensen

Reid Mcmahan Mortensen is an investment advisor representative who has been in the industry for over 20 years. Reid is currently registered with Genesis Wealth Management Group, LLC and is also a licensed insurance agent. Reid has a background in providing financial planning, portfolio management, and selection of other advisors. Reid's past experience includes working with firms such as MetLife Securities Inc., Metropolitan Life Insurance Company, Pruco Securities, LLC, and Tower Equities, Inc.

Firm Information

Reid Mortensen is currently registered with Genesis Wealth Management Group, LLC. Genesis Wealth Management Group, LLC is a financial advisory firm based in [location]. They provide financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $30.6 million in assets for 265 clients, primarily individuals other than high-net-worth individuals.

$30.59M

Assets Under Management

3

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Reid Mortensen’s Registration & Firm History

IL

04/19/2021 - Present

Genesis Wealth Management Group, LLC (ALTON IL)

IL

02/23/2004 - 07/26/2007

METLIFE SECURITIES INC. (EDWARDSVILLE IL)

IL

02/23/2004 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (EDWARDSVILLE IL)

NJ

08/21/2000 - 01/26/2004

PRUCO SECURITIES, LLC. (NEWARK NJ)

OH

02/14/2000 - 07/31/2000

TOWER EQUITIES, INC. (DAYTON OH)

IA

01/14/1999 - 01/26/2000

SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)

IA

03/26/1998 - 12/31/1998

SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)

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Licenses & Designations

IA

Issued 09/14/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/12/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/25/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Reid Mcmahan Mortensen.
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