Glenn ColemanCRD 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 34 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
Mcmahon Financial Advisors, LLC
|Geneos Wealth Management Inc.||Pittsburgh, PA||Dec 2006 - Current||11|
|Coleman Financial Services||Pittsburgh, PA||Dec 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1983|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management2,647MILLIONS
Total Number of Accounts13,540ACCOUNTS
Average Account Value$195,464
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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