Broker Check

Representatives

Genisys Investment Services has several experienced Investment Representatives who are registered and licensed to offer you a variety of financial products to help you pursue your goals. Their personal and professional experience offers sound financial advice that our members can trust.

Please contact a Genisys Investment Representative in your area to set up an appointment.

Alex Mortensen

Financial Professional

810-714-9431

alex.mortensen@lpl.com

It's easy to get started. Please email me for a no-obligation consultation. Alex services the following locations: By Appointment Only Fenton Branch, Fenton, MI 48430 

Asha Patel

Financial Advisor

(248)887-1211

asha.patel1@lpl.com

It's easy to get started. Please email me for a no-obligation consultation. Asha services the following locations: By Appointment Only Commerce Branch, Commerce Twp, MI 48382 By Appointment Only Rochester Crooks Branch,...

Dylan Seibold

Wealth Manager

(248) 858-2323

dylan.seibold@lpl.com

It's easy to get started. Please email me for a no-obligation consultation. Dylan's services the following locations: By Appointment Only Sterling Heights Branch By Appointment Only My...

Jennifer Pirret

Financial Advisor

(248) 322-9800 x1624

jenn.pirret@lpl.com

Locations: Auburn Hills, Ortonville, Clarkston Sashabaw, Wixom, Rochester Hills - Crooks, Rochester Hills - Avon

Jim Koczara

Financial Advisor

(248) 620-3278 x2715

jim.koczara@lpl.com

Locations: Clarkston Branch - Deer Lake Rd

Taylor Seibold

Wealth Manager

(248)858-2323

taylor.seibold@lpl.com

It's easy to get started. Please email me for a no-obligation consultation. Taylor services the following Genisys locations: Orion Branch, Orion, MI 48359 By Appointment Only Oxford Branch, Oxford, MI 48371 By Appointment Only Pontiac...

Tom Alpin

Financial Advisor

(586) 541-3541

tom.alpin@lpl.com

Certifications & Licenses

Registered Representative of LPL Financial.
SIE, Series 6, Series 65 registrations held with LPL Financial.
Licensed for annuities, health, home, auto and life insurances.

For members located outside of Michigan, please call (800) 369-5872 or email our Investment Coordinator at GIS@genisyscu.org