Geneos Wealth Management, Inc.

Geneos Wealth Management, Inc. (CRD# 120894) is a financial advisory firm headquartered in Centennial, CO. They manage $4,580,304,413 in 18,719 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,580
    MILLION
  • Total Number of Accounts
    18,719
    ACCOUNTS
  • Average Account Value
    $244,687
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
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, WY

Financial Advisors at Geneos Wealth Management, Inc.
Showing 1 - 10 of 215 top financial advisors.
1
Lowell J. Adrian
CRD#: 1223476
5445 Dtc Pkwy, Suite 825, 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 36 years of experience in the finance industry.

2
Arthur T. Almassy
CRD#: 3825
Scottsdale, AZ

Arthur Almassy (CRD# 3825) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Scottsdale, AZ and has over 39 years of experience in the finance industry.

3
David W. Amos
CRD#: 2132623
2709 Brambleton Avenue, Roanoke, VA 24015

David Amos (CRD# 2132623) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Roanoke, VA and has over 30 years of experience in the finance industry.

4
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 10 years of experience in the finance industry.

5
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 7 years of experience in the finance industry.

6
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 8 years of experience in the finance industry.

7
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 31 years of experience in the finance industry.

8
Robert J. Bachman
CRD#: 715193
5445 Dtc Pkwy, Suite 825, Greenwood Village, CO 80111

Robert Bachman (CRD# 715193) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Greenwood Village, CO and has over 30 years of experience in the finance industry.

9
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 21 years of experience in the finance industry.

10
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 9 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.

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