Disclosure Brochures

Brochures

Disclosure Brochures

Investment Advisor Brochure Form

This Brochure provides information about the qualifications and business practices of Genesis Financial Advisors.

Financial Advisory and Financial Planning Agreement

This wrap fee program brochure provides information about the qualifications and business practices of Genesis Financial Advisors.

Customer Relationship Summary

This relationship summary includes questions to help you begin a discussion with an adviser or broker about the relationship, including their services, fees, costs, conflicts, and disciplinary information.

Code of Business Conduct and Ethics

Code of Business Conduct and Ethics for Employees, Officers and Directors of Interactive Brokers Group, Inc. and its Subsidiaries.

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We provide our clients with comprehensive financial advice and guidance to help them achieve their long-term financial goals. We strive to provide our clients with the highest quality of service and to ensure that their financial decisions are based on sound principles and strategies.