Cynthia Low, financial advisor Austin MN
83 score

Cynthia Low

CRD Number: 1838581
Current Firm: Geneos Wealth Management, Inc.

Cynthia Low (CRD# 1838581) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Austin, MN and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Ever Bank Austin, MN Nov 2004 - Current 12
Geneos Wealth Management Denver, CO Jun 2003 - Current 13
Center Financial Austin, MN Feb 1980 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1988
S66 NASAA Uniform Combined State Law Examination Feb 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Cynthia R. Low
Phone Number: 303-785-8470
Registered State(s):
  • CA
  • TX
  • MN
By the Numbers
  • Total Assets Under Management
    2,024
    MILLIONS
  • Total Number of Accounts
    10,968
    ACCOUNTS
  • Average Account Value
    $184,545
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
83

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