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Alyssa Diane Marks

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
238 advisors
Number of Clients
14,112 clients
Average Client Portfolio
$397K average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

422 E Washington St, Suite 400, East Peoria, IL, 61611

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alyssa will operate under the name Trifecta Financial LLC and is an independent representative with various insurance carriers, focusing on fixed products. She also owns timberland and a cell tower, and is a notary public.

Employment History
Current Registrations
Geneos Wealth Management, INC.
January 2013 - Present · 13 yrs 1 mo
Geneos Wealth Management, INC.Broker
December 2011 - Present · 14 yrs 2 mos
State Registrations18 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alyssa Diane Marks - Financial Advisor | TrueAdvisor