Glenn Coleman, financial advisor Pittsburgh PA

Glenn Coleman

CRD Number: 1043371
Current Firm: Geneos Wealth Management, Inc.

Glenn Coleman (CRD# 1043371) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Pittsburgh, PA and has over 40 years of experience in the finance industry.

Similar Advisors
James Greno, financial advisor Pittsburgh PA
James R. Greno
CRD# 3221992
Cetera Investment Advisers LLC
Similar Advisors
Patrick Aaron, financial advisor Pittsburgh PA
Patrick E. Aaron
CRD# 5335512
Lpl Financial LLC
Similar Advisors
Marybeth Abbiatici, financial advisor Pittsburgh PA
Marybeth Abbiatici
CRD# 1498908
Robert W. Baird & Company Incorporated
Company Name Location Dates Years
Geneos Wealth Management Inc. Pittsburgh, PA Dec 2006 - Current 17
Coleman Financial Services Pittsburgh, PA Dec 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Glenn M. Coleman
Phone Number: 303-785-8470
Registered State(s):
  • PA
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.