Alyssa Diane Marks

Employer firm

Geneos Wealth Management, Inc. CRD 120894

$9.22B regulatory AUM 139 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2006 → Present
  Geneos Wealth Management
  East Peoria, IL
• 05/2006 → 09/2020
  Cmfs Group Inc
  Morton, IL
• 09/2020 → Present
  Trifecta Financial Llc
  East Peoria, IL

Other Businesses

1) DBA: WILL WORK UNDER TRIFECTA FINANCIAL LLC LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) LAND OWNER-TIMBERLAND AND CELL TOWER. 4) NOTARY PUBLIC.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-27

Other Names

• Alyssa D Lambert
• Alyssa Diane Lambert