Mario Yngerto

Employer firm

Genesis Wealth Management, Inc. CRD 157441

$91.1M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 05/2011 → Present
  Genesis Wealth Management, Inc.
  Coral Gables, FL

Previous Registrations

• 2011-01-06 → 2011-11-30
  Self Worth Financial Planning Llc
  Plano, TX
• 2003-11-14 → 2010-06-16
  Securities America Advisors, Inc.
  Plano, TX
  Dallas, TX
  Frisco, TX
• 2001-06-07 → 2003-11-04
  Veravest Investment Advisors, Inc.
  Miami Lakes, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-03-30
• S63 Uniform Securities Agent State Law Examination
  1987-06-10

Designations

• Certified Financial Planner