Tony Griepentrog (CRD# 3189153) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Englewood, CO and has over 25 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Generational Wealth Planning | Mesa, AZ | May 2020 - Current | 3 |
| Geneos Wealth Management, Inc. | Mesa, AZ | Apr 2009 - Current | 15 |
| Generational Portfolio Design, LLC | Mesa, AZ | Jun 2022 - Jan 2023 | < 1 |
| The Life Financial Group | Scottsdale, AZ | May 2018 - May 2020 | 2 |
| Generational Financial Planning | Scottsdale, AZ | Mar 2012 - May 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 1999 |
- AZ
- TX
-
Total Assets Under Management5,163MILLIONS
-
Total Number of Accounts21,980ACCOUNTS
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Average Account Value$234,898
- 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
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