Years of Experience
5-20+ Years
EAST ALTON, IL
33 Years Experience
0 Disclosures
ADVISOR BIO
David Wiegand is a financial advisor with over 30 years of experience in the financial services industry. David is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since 2005. Previously, David was associated with AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. David specializes in providing financial advice to individuals, families, and businesses. David is also a licensed insurance agent and holds the Series 6, 63, and 65 licenses. David is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
SPECIALIZATIONS
East Alton, IL
12 Years Experience
0 Disclosures
ADVISOR BIO
Jacob Thomas Lowry is a financial professional with over 10 years of experience in the industry. Jacob is currently registered with Cambridge Investment Research Advisors, Inc. and has previously been registered with EDWARD JONES. Jacob is licensed to provide financial advice in 19 states. Jacob has a background in finance and has obtained the Series 66, Series 7 and SIE licenses. Jacob is a Chartered Financial Consultant. Jacob's clients include individuals, families, and small businesses. Jacob specializes in financial planning, investment management, and retirement planning.
SPECIALIZATIONS
East Alton, IL
0 Disclosures
ADVISOR BIO
Jon Charles Payne is a financial advisor with Genesis Wealth Management Group, LLC. Jon has been in the financial services industry since 1993 and holds Series 6, 63, and 65 licenses. Jon is registered with the state of Florida, Illinois, and Missouri. Jon specializes in financial planning and portfolio management for individuals. Jon has experience working with a wide range of clients, including high-net-worth individuals and individuals other than high-net-worth. Jon also works with individuals who have a wide range of financial needs, including retirement planning, college savings, and estate planning.
SPECIALIZATIONS
East Alton, IL
0 Disclosures
ADVISOR BIO
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.
SPECIALIZATIONS