Geneos Wealth Management, Inc.

Geneos Wealth Management, Inc. (CRD# 120894) is a financial advisory firm headquartered in Englewood, CO. They manage $4,645,780,111 in 19,340 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,646
    MILLION
  • Total Number of Accounts
    19,340
    ACCOUNTS
  • Average Account Value
    $240,216
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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, WY

Financial Advisors at Geneos Wealth Management, Inc.
Showing 1 - 10 of 192 top financial advisors.
1
Lowell J. Adrian
CRD#: 1223476
5251 Dtc Parkway, Suite 1001, Greenwood Village, CO 80111

Lowell Adrian (CRD# 1223476) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Greenwood Village, CO and has over 39 years of experience in the finance industry.

2
Steven D. Arrigan
CRD#: 1382032
7535 East Hampden Avenue, Suite 501, Denver, CO 80231

Steven Arrigan (CRD# 1382032) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Denver, CO and has over 37 years of experience in the finance industry.

3
Amanda B. Arthur
CRD#: 5834010
2709 Brambleton Avenue, Roanoke, VA 24015

Amanda Arthur (CRD# 5834010) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Roanoke, VA and has over 13 years of experience in the finance industry.

4
David M. Arthur
CRD#: 5103183
2709 Brambleton Avenue, Roanoke, VA 24015

David Arthur (CRD# 5103183) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Roanoke, VA and has over 9 years of experience in the finance industry.

5
Robert D. Arthur
CRD#: 5092428
2709 Brambleton Avenue, Roanoke, VA 24015

Robert Arthur (CRD# 5092428) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Roanoke, VA and has over 10 years of experience in the finance industry.

6
David A. Asbury
CRD#: 1240904
Fort Collins, CO

David Asbury (CRD# 1240904) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Fort Collins, CO and has over 34 years of experience in the finance industry.

7
Robert J. Bachman
CRD#: 715193
Centennial, CO

Robert Bachman (CRD# 715193) 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.

8
Edward J. Barfield
CRD#: 4257082
132 W Washington Ave, Suite 100, Kirkwood, MO 63122

Edward Barfield (CRD# 4257082) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Kirkwood, MO and has over 23 years of experience in the finance industry.

9
Andrew S. Barninger
CRD#: 5805136
630 Delp Road, Suite #100, Lancaster, PA 17601

Andrew Barninger (CRD# 5805136) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Lancaster, PA and has over 12 years of experience in the finance industry. Andrew Barninger 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
Katrina A. Barrett
CRD#: 5297739
8115 E Indian Bend Rd, Suite #117, Scottsdale, AZ 85250

Katrina Barrett (CRD# 5297739) 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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