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
James Taunton (CRD# 2111474) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Greenville, NC and has over 33 years of experience in the finance industry.
Jameson Taunton (CRD# 5897746) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Greenville, NC and has over 9 years of experience in the finance industry.
Jeffrey Thompson (CRD# 2490742) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Davidson, NC and has over 29 years of experience in the finance industry.
Craig Tolzman (CRD# 2166408) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Scottsdale, AZ and has over 32 years of experience in the finance industry.
George Truitt (CRD# 4168454) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Englewood, CO and has over 24 years of experience in the finance industry.
Peter Vanflein (CRD# 1993463) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Fairbanks, AK and has over 34 years of experience in the finance industry.
Stephen Virkler (CRD# 6619101) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Douglassville, PA and has over 7 years of experience in the finance industry.
Fredrick Wainio (CRD# 3266849) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Saint Augustine, FL and has over 12 years of experience in the finance industry.
Michael Ware (CRD# 4660145) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Addison, TX and has over 20 years of experience in the finance industry.
James Warren (CRD# 1067639) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Kansas City, MO and has over 40 years of experience in the finance industry.