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).
-
Total Assets Under Management5,163MILLION
-
Total Number of Accounts21,980ACCOUNTS
-
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
Taylor Yionoulis (CRD# 4948460) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Centennial, CO and has over 15 years of experience in the finance industry.
James Young (CRD# 1919410) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Grand Junction, CO and has over 35 years of experience in the finance industry.
Curtis Zeigler (CRD# 1309842) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Denver, CO and has over 35 years of experience in the finance industry.
Hunter Baldwin (CRD# 6838243) is an Investment Advisor Representative working at Bolt Investment Group LLC. in Oklahoma City, OK and has over 4 years of experience in the finance industry.
Jessie Baldwin (CRD# 6024577) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Tucson, AZ and has 1 year of experience in the finance industry.
Stacey Brady (CRD# 6593076) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Wexford, PA and has 1 year of experience in the finance industry.
John Burkhard (CRD# 1049843) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Saint Augustine, FL and has over 41 years of experience in the finance industry.
Michael Canestrari (CRD# 6779362) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Radford, VA and has over 7 years of experience in the finance industry.
Sarah Chatt (CRD# 7892859) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Blair, NE and has 1 year of experience in the finance industry.
Shawna Chesney (CRD# 6113857) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Knoxville, TN and has over 3 years of experience in the finance industry.