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William James Kinkel

Genesis Wealth Management Group, LLC

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About William James Kinkel

William Kinkel is an investment advisor representative with Genesis Wealth Management Group, LLC. William has been in the industry for over 30 years. William is licensed to provide investment advice in Illinois and Missouri. William has also held licenses in Florida, Georgia, Iowa, Ohio and Arizona. William has experience providing investment advice to both individuals and businesses. William offers a variety of services including financial planning, portfolio management and selection of other advisors.

Firm Information

William Kinkel 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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William Kinkel’s Registration & Firm History

IL

04/19/2021 - Present

Genesis Wealth Management Group, LLC (East Alton IL)

OH

12/14/1999 - 10/31/2003

SICOR SECURITIES INC (DAYTON OH)

AZ

12/07/1999 - 12/20/1999

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

IA

04/06/1994 - 12/09/1999

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

FL

04/15/1993 - 04/04/1994

INTERSECURITIES, INC. (ST. PETERSBURG FL)

GA

12/02/1986 - 10/23/1992

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 11/09/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/01/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/23/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/01/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William James Kinkel.
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