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Todd Birkenholz Email
Wealth Consultant . Genex Consulting STL
Kirkwood, MO
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Employees:
20Revenue:
$2.9MAbout
Genex was founded on being independent, entrepreneurial & family first, a boutique firm with a family business feel. We provide holistic wealth planning & consulting services to a smaller, select group of clients. The entire client experience must be unique; doing it the “Genex Way.” In this ever-changing, fast paced, competitive world, our task is to slow down, listen, & deliver extraordinary service. Client goals become our goals & marching orders. If there’s a problem, Genex will help solve it. If outside expertise is needed, Genex will find it. We want more people to be exposed to our process & the “Genex Way”. Our footprint & brand is growing & new advisors will be added. Their clients should benefit from the “Genex Way” & be positively impacted.\n\nWe want to hear your story! Whether you are an advisor looking for a new home or a prospective client looking to interview our firm, we look forward to sharing more details with you.\n\nInvestment advisory and financial planning services offered through Summit Financial, LLC., (“Summit”) a SEC-Registered Investment Adviser, doing business as Genex Consulting. Securities offered by Registered Representatives through Private Client Services, (“PCS”) Member FINRA/SIPC. PCS and Summit are unaffiliated entities. The comments and opinions expressed on this page do not necessarily represent the views of Summit. By clicking on any non-Summit link, you will enter a privately-owned web site created, operated and maintained by a third-party. We have not verified the information and opinions found in third-party material, nor do we make any representations as to their accuracy or completeness. Neither Summit nor its affiliates endorse third-party products and services or their privacy and security policies, which may differ from ours. None of the statements on this page are intended to recommend any security, service, or product or to provide investment, tax, or any other advice. We cannot accept endorsements and recommendations.Genex Consulting STL Address
Kirkwood, MO
United States