Alan Feutz, CFP, has joined Genesis Wealth, an LPL Financial–aligned wealth management firm, through LPL Financial’s broker-dealer and registered investment adviser platforms. Feutz, who joins from J.P. Morgan, reported serving approximately $725 million in advisory, brokerage and retirement plan assets.
Based outside of Chicago in Deerfield, Ill., Feutz brings more than two decades of industry experience and works primarily with individuals and families who are approaching or living in retirement. His practice emphasizes comprehensive wealth management, including
retirement planning, tax-aware strategies, legacy planning and multigenerational wealth conversations.
