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
Jeffery Peoples (CRD# 2149273) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Denver, CO and has over 31 years of experience in the finance industry.
Travis Peter (CRD# 5317746) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Lamar, CO and has over 16 years of experience in the finance industry.
Mark Petrie (CRD# 2468984) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Casper, WY and has over 29 years of experience in the finance industry.
Thomas Philipp (CRD# 4001577) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Coppell, TX and has over 24 years of experience in the finance industry.
Mary Plott (CRD# 1871457) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Radford, VA and has over 35 years of experience in the finance industry.
David Pound (CRD# 4943476) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Fayetteville, NC and has over 18 years of experience in the finance industry.
Wesley Price (CRD# 2506798) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Knoxville, TN and has over 29 years of experience in the finance industry.
Nicholas Rademacher (CRD# 5946636) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Fayetteville, NC and has over 12 years of experience in the finance industry.
Douglas Rader (CRD# 1866669) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Flagstaff, AZ and has over 35 years of experience in the finance industry.
Dean Rager (CRD# 2852133) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Englewood, CO and has over 21 years of experience in the finance industry.