Adam Thomas Zoeller
Investment adviser representative at Genesis Advisors, LLC
19 yearsExperience
1 stateRegistered in
$121.2MFirm assets
Under 1 yearFirm in business
Are you Adam Thomas Zoeller? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Genesis Advisors, LLCMay 2023 to now
- Castleview ChurchOct 2017 to now
- Brad GraberAug 2022 to May 2023
- Dc Painting, LLCMar 2018 to Aug 2022
- Hamilton Southeastern SchoolsAug 2007 to Aug 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IN).
Genesis Advisors, LLC
$121.2MAssets managed
132Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7749356
- Firm CRD
- 151976