Curtis Zeigler, financial advisor Englewood CO
93 score

Curtis Zeigler

CRD Number: 1309842
Current Firm: Geneos Wealth Management, Inc.

Curtis Zeigler (CRD# 1309842) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Englewood, CO and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Geneos Wealth Management Inc. Denver, CO Aug 2007 - Current 9
Capital Management Group Denver, CO Jan 1986 - Current 30
Ascendant Financial Soutions, Inc. Denver, CO Aug 2009 - Aug 2014 5
Securities America Advisors, Inc. Denver, CO Aug 2006 - Aug 2007 1
Securities America, Inc. Denver, CO Feb 1995 - Aug 2007 12
Curtis Z. Zeigler Denver, CO Feb 1995 - Aug 2007 12
Jefferson Pilot Denver, CO Apr 1983 - Aug 2007 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
S65 NASAA Investment Advisors Law Examination Oct 2007
Contact Info for Curtis A. Zeigler
Phone Number: 303-785-8470
Registered State(s):
  • CO
  • TX
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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