Invested Better
Advisors in East Alton, Illinois
4 Results
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

EAST ALTON, IL

experience

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFC ® (Certifications)

location

East Alton, IL

experience

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

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Genesis Wealth Management Group, LLC

location

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

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Genesis Wealth Management Group, LLC

location

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

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals