Tony GriepentrogCRD Number: 3189153
Current Firm: Geneos Wealth Management, Inc.
Tony Griepentrog (CRD# 3189153) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Scottsdale, AZ and has over 17 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Generational Financial Planning||Stronghurst, IL||Mar 2012 - Current||4|
|Geneos Wealth Management, Inc.||Stronghurst, IL||Apr 2009 - Current||7|
|Tony Griepentrog Inc.||Stronghurst, IL||Mar 2010 - Mar 2012||2|
|Next Financial Group, Inc.||Monmouth, IL||Nov 2004 - Mar 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 1999|
Total Assets Under Management2,024MILLIONS
Total Number of Accounts10,968ACCOUNTS
Average Account Value$184,545
- 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