Paul Alan Hancock

Employer firm

Genesis Wealth Planning, LLC CRD 170039

$10.3M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → Present
  Super Insurance Of South West Florida, Llc
  Bonita Springs, FL
• 09/2013 → Present
  Genesis Wealth Planning, Llc
  Bonita Springs, FL
• 02/2025 → Present
  Sound Money Capital Llc
  Bonita Springs, FL

Previous Registrations

• 2008-12-09 → 2013-09-11
  Robert W. Baird & Co. Incorporated
  Cedar Rapids, IA
• 2007-04-24 → 2008-07-16
  Hancock Financial, Llc
  North Liberty, IA
• 2004-06-23 → 2005-08-01
  Steele Capital Management, Inc.
  Dubuque, IA

Other Businesses

1) 2013-PRESENT: SUPER INSURANCE OF SOUTH WEST FLORIDA, LLC/INSURANCE RELATED/9001 HIGHLAND WOODS BLVD., SUITE 4, BONITA SPRINGS, FL/STARTED 9 OF 2013/INSURANCE AGENCY/INSURANCE AGENT/PART-OWNER OF THE BUSINESS/MAY INVOLVE UP TO 50% OF TIME EACH MONTH, INCLUDING DURING TRADITIONAL MARKET HOURS. 2) 2025-PRESENT: SOUND MONEY CAPITAL, LLC/9001 HIGHLAND WOODS BLVD., SUITE 4, BONITA SPRINGS, FL/STARTED 2 OF 2025/PUBLISHING COMPANY/SOLE-OWNER OF THE BUSINESS/MAY INVOLVE UP TO 1% OF TIME EACH MONTH, INCLUDING DURING TRADITIONAL MARKET HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2008-12-08
• S65 Uniform Investment Adviser Law Examination
  2004-04-23

Designations

• Certified Financial Planner

Other Names

• Paul A. Hancock