Tony Griepentrog, financial advisor Scottsdale AZ
93 score

Tony Griepentrog

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Tony G. Griepentrog
Phone Number: 303-785-8470
Registered State(s):
  • AZ
  • IL
  • 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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