Adam Zoeller has been an investment adviser representative at Genesis Advisors since May 2023, and is not listed among the firm’s executive officers or direct owners.
Genesis Advisors, LLC is a Fishers, IN firm with $121M under management, 132 clients and 4 advisers in one office, as of its February 2026 filing.
- Genesis Advisors, LLCCurrent– present · 3 yearsFishers, IN · Adviser representative · Firm CRD 151976
Investment adviser representative registrations
Adam Zoeller is registered as an investment adviser representative in Indiana, since May 2023.
- IndianaSince 25 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 May 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Adam Thomas Zoeller
- CRD
- 7749356
- Firm
- Genesis Advisors · CRD 151976
- Office
- 10150 LANTERN ROAD, SUITE 175, Fishers, IN 46037
- Registration
- Investment adviser registration
- In the industry since
- May 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Adam Zoeller work?
Adam Zoeller is an investment adviser representative registered through Genesis Advisors, LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Adam Zoeller a financial advisor?
Yes. Adam Zoeller has a current investment-adviser registration in Indiana, through Genesis Advisors since May 2023.
How many years of experience does Adam Zoeller have?
Adam Zoeller has 3 years in the financial industry, since May 2023, across 1 adviser firm.
What exams has Adam Zoeller passed?
Adam Zoeller passed the Series 65 in May 2023.
Where is Adam Zoeller based?
Adam Zoeller’s registered office is in Fishers, IN.
Is Adam Zoeller registered with FINRA?
No. Adam Zoeller has no current broker registration.
How can I verify Adam Zoeller’s record?
Search CRD 7749356 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Zoeller’s full registration record.
