Jeffrey Fry (CRD# 7532915) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Plainview, MN and has 1 year of experience in the finance industry.
CRD# 2640465
Thrivent Investment Management Inc.
CRD# 4106244
Choreo, LLC
CRD# 5393748
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Geneos Wealth Management Inc. | Plainview, MN | Feb 2023 - Current | 1 |
Inspired Retirement Planning | Plainview, MN | Feb 2023 - Current | 1 |
Inspired Retirement Planning | Palinview, MN | Apr 2022 - Feb 2023 | < 1 |
Geneos Wealth Management | Plainview, MN | Apr 2022 - Feb 2023 | < 1 |
Menard Inc. | Plainview, MN | Mar 2001 - Mar 2022 | 21 |
Peoples State Bank Of Plainview | Plainview, MN | Nov 1992 - Jun 2018 | 25 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- MN
-
Total Assets Under Management5,163MILLIONS
-
Total Number of Accounts21,980ACCOUNTS
-
Average Account Value$234,898
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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