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
Angela Rehkop (CRD# 1914697) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Atlanta, GA and has over 30 years of experience in the finance industry.
Pamala Reichert (CRD# 3105359) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Englewood, CO and has over 22 years of experience in the finance industry.
Hal Reynolds (CRD# 1206188) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Roanoke, VA and has over 40 years of experience in the finance industry.
William Reynolds (CRD# 2987798) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Prescott, AZ and has over 26 years of experience in the finance industry.
Joseph Rice (CRD# 2458954) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Tulsa, OK and has over 29 years of experience in the finance industry.
Naomi Rominski (CRD# 5267768) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Denver, CO and has over 14 years of experience in the finance industry.
Roy Russell (CRD# 1425542) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Douglassville, PA and has over 38 years of experience in the finance industry. Roy Russell 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Timothy Russell (CRD# 3075251) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Douglassville, PA and has over 25 years of experience in the finance industry.
Jeanette Sackol (CRD# 1047743) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Henderson, NV and has over 41 years of experience in the finance industry.
Bernard Sanders (CRD# 2059793) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Roanoke, VA and has over 33 years of experience in the finance industry.