Reid Mcmahan Mortensen

Current Employers

Genesis Wealth Management

1 Terminal Drive Suite A, East Alton, IL 62024 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-01-29
IL	RA	APPROVED	2026-01-29
MO	RA	APPROVED	2021-04-19

FL RA
APPROVED

Since 2026-01-29
IL RA
APPROVED

Since 2026-01-29
MO RA
APPROVED

Since 2021-04-19

Branch Locations

1 Terminal Drive Suite A, East Alton, IL 62024 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Self-Employed	Madison	IL	07/2007	Present
Genesis Wealth Management Group, Llc	Madison	IL	10/2011	Present
Genesis Insurance & Financial Advisors, Llc	Alton	IL	05/2014	Present

07/2007 → Present

Self-Employed

Madison, IL
10/2011 → Present

Genesis Wealth Management Group, Llc

Madison, IL
05/2014 → Present

Genesis Insurance & Financial Advisors, Llc

Alton, IL

Other Businesses

GENESIS INSURANCE & FINANCIAL ADVISORS, LLC; INDEPENDENT INSURANCE AGENT 50% OF BUSINESS TIME

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-09-14
S63	Uniform Securities Agent State Law Examination	1998-03-12

S65 Uniform Investment Adviser Law Examination

2011-09-14
S63 Uniform Securities Agent State Law Examination

1998-03-12

View on SEC IAPD

Current Employers

Genesis Wealth Management

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews