Thomas Barkume, financial advisor Cedar City UT
93 score

Thomas Barkume

CRD Number: 1262546
Current Firm: Geneos Wealth Management, Inc.

Thomas Barkume (CRD# 1262546) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Cedar City, UT and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Advanced Wealth Management Inc. Cedar City, UT May 2013 - Current 3
Geneos Wealth Management Inc. Cedar City, UT Jun 2004 - Current 12
Barkume Wealth Management, Inc. Cedar City, UT Oct 2005 - May 2013 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
Contact Info for Thomas A. Barkume
Phone Number: 303-785-8470
Registered State(s):
  • TX
  • UT
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
93
Clean Record
This advisor has a clean track record with regulators.

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