Geneos Wealth Management, Inc.

Geneos Wealth Management, Inc. (CRD# 120894) is a financial advisory firm headquartered in Centennial, CO. They manage $2,024,093,538 in 10,968 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,024
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Geneos Wealth Management, Inc.
Showing 1 - 10 of 234 top financial advisors.
1
John E. Dore
CRD#: 3093221
4208 Bluebonnet Blvd, Baton Rouge, LA 70809
98
Wealthminder
score

John Elliot Dore (CRD# 3093221) is an Investment Advisor Representative working at Altus Wealth Management, Inc. in Crowley, LA and has over 17 years of experience in the finance industry.

2
Jack E. Armstrong
CRD#: 4060914
4225 West Market St, York, PA 17408
96
Wealthminder
score

Jack Armstrong (CRD# 4060914) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in York, PA and has over 16 years of experience in the finance industry. Jack Armstrong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Dana P. Basballe
CRD#: 2659753
100 4th Ave Se, Suite 2, Plainview, MN 55964
96
Wealthminder
score

Dana Basballe (CRD# 2659753) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Plainview, MN and has over 20 years of experience in the finance industry. Dana Basballe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Paul Basballe
CRD#: 1437026
3428 Lakeridge Place Nw, Suite 120, Rochester, MN 55901
96
Wealthminder
score

Paul Basballe (CRD# 1437026) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Rochester, MN and has over 31 years of experience in the finance industry. Paul Basballe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Sharon L. Baysinger Warren
CRD#: 1447483
1201 Walnut St, Suite #400, Kansas City, MO 64106
96
Wealthminder
score

Sharon Baysinger Warren (CRD# 1447483) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Kansas City, MO and has over 20 years of experience in the finance industry.

6
Steven F. Bell
CRD#: 3005611
630 Delp Road, Suite #100, Lancaster, PA 17601
96
Wealthminder
score

Steven Bell (CRD# 3005611) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Lancaster, PA and has over 18 years of experience in the finance industry. Steven Bell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
John R. Bellingham
CRD#: 1486478
348 Holly Hill Lane, Burlington, NC 27215
96
Wealthminder
score

John Bellingham (CRD# 1486478) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Burlington, NC and has over 11 years of experience in the finance industry. John Bellingham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Roger E. Butler
CRD#: 37271
9800 Mt Pyramid Ct, Suite 450, Englewood, CO 80112
96
Wealthminder
score

Roger Butler (CRD# 37271) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Englewood, CO and has over 33 years of experience in the finance industry.

9
David S. Carl
CRD#: 3149241
713 Main Street, Coppell, TX 75019
96
Wealthminder
score

David Carl (CRD# 3149241) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Coppell, TX and has over 18 years of experience in the finance industry. David Carl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
James R. Carroll
CRD#: 1068345
9055 E Mineral Circle, Suite 200, Centennial, CO 80112
96
Wealthminder
score

James Carroll (CRD# 1068345) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Centennial, CO and has over 32 years of experience in the finance industry.

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