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
Alan Schmidgall (CRD# 1384131) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Scottsdale, AZ and has over 38 years of experience in the finance industry.
Jennifer Schuette (CRD# 2759403) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Englewood, CO and has over 19 years of experience in the finance industry.
Kristin Sesko (CRD# 1516025) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Englewood, CO and has over 30 years of experience in the finance industry.
Timothy Shank (CRD# 1760854) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Roanoke, VA and has over 36 years of experience in the finance industry.
Stephen Shipp (CRD# 1937641) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in San Mateo, CA and has over 27 years of experience in the finance industry.
Marc Silverman (CRD# 1413495) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Miami, FL and has over 30 years of experience in the finance industry.
David Sloan (CRD# 6680843) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Burnsville, MN and has over 6 years of experience in the finance industry.
Jerry Smith (CRD# 736316) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Georgetown, TX and has over 30 years of experience in the finance industry.
Stephen Sorich (CRD# 1295085) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Billings, MT and has over 39 years of experience in the finance industry.
Angel Sotomayor (CRD# 6566909) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Douglassville, PA and has over 8 years of experience in the finance industry.