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
Jeffrey Stenroos (CRD# 1036053) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Akron, OH and has over 40 years of experience in the finance industry.
David Stevens (CRD# 1444819) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Lone Tree, CO and has over 36 years of experience in the finance industry.
Daniel Stewart (CRD# 1687234) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Shawnee, KS and has over 36 years of experience in the finance industry.
Darrell Stoner (CRD# 1045328) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Erie, PA and has over 37 years of experience in the finance industry.
Robert Stoner (CRD# 6106838) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Erie, PA and has over 11 years of experience in the finance industry.
Lois Stouffer (CRD# 1606996) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Santa Fe, NM and has over 37 years of experience in the finance industry.
Wesley Strode (CRD# 5080829) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Englewood, CO and has over 12 years of experience in the finance industry.
Joseph Sturniolo (CRD# 1094557) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Boulder, CO and has over 41 years of experience in the finance industry.
Aleen Swofford (CRD# 1284779) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Knoxville, TN and has over 39 years of experience in the finance industry.
James Tate (CRD# 2337814) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Roanoke, VA and has over 31 years of experience in the finance industry.