Geneos Wealth Management, Inc.
Geneos Wealth Management, Inc. (CRD# 120894) is a financial advisory firm headquartered in Englewood, CO. They manage $5,163,064,970 in 21,980 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management5,163MILLION
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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
Terry Nelson (CRD# 709711) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Rochester, MN and has over 43 years of experience in the finance industry.
David Nobles (CRD# 2152292) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Fayetteville, NC and has over 32 years of experience in the finance industry.
Patrick Nolen (CRD# 348842) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Centennial, CO and has over 15 years of experience in the finance industry.
David Obenberger (CRD# 4834230) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Deer Park, TX and has over 18 years of experience in the finance industry.
Angela Osili (CRD# 6704728) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Centennial, CO and has over 7 years of experience in the finance industry.
Michael Osland (CRD# 1791642) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Scottsdale, AZ and has over 36 years of experience in the finance industry.
Kristen Owen (CRD# 6420675) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Chestertown, MD and has over 9 years of experience in the finance industry.
Frederick Owsley (CRD# 5284711) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Scottsdale, AZ and has over 5 years of experience in the finance industry.
Jacob Parish (CRD# 5631459) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Scottsdale, AZ and has over 14 years of experience in the finance industry.
Gregg Parker (CRD# 3051179) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Whitinsville, MA and has over 12 years of experience in the finance industry.