Peter Vanflein, financial advisor Fairbanks AK

Peter Vanflein

CRD Number: 1993463
Current Firm: Geneos Wealth Management, Inc.

Peter Vanflein (CRD# 1993463) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Fairbanks, AK and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Van Flein Financial, LLC Fairbanks, AK Sep 2006 - Current 17
Geneos Wealth Management Fairbanks, AK Jul 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1989
S66 NASAA Uniform Combined State Law Examination Mar 2007
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Peter H. Vanflein
Phone Number: 303-785-8470
Registered State(s):
  • AK
By the Numbers
  • Total Assets Under Management
    4,646
    MILLIONS
  • Total Number of Accounts
    19,340
    ACCOUNTS
  • Average Account Value
    $240,216
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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, WY

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