Geneos Wealth Management, Inc.
Geneos Wealth Management, Inc. (CRD# 120894) is a financial advisory firm headquartered in Englewood, CO. They manage $4,645,780,111 in 19,340 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management4,646MILLION
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Total Number of Accounts19,340ACCOUNTS
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Average Account Value$240,216
- 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
Dana Basballe (CRD# 2659753) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Plainview, MN and has over 28 years of experience in the finance industry.
Sharon Baysinger Warren (CRD# 1447483) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Kansas City, MO and has over 28 years of experience in the finance industry.
Steven Bell (CRD# 3005611) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Lancaster, PA and has over 26 years of experience in the finance industry.
Charles Bigbie (CRD# 1158301) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Englewood, CO and has over 40 years of experience in the finance industry.
Richard Braverman (CRD# 1023227) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Lancaster, PA and has over 41 years of experience in the finance industry.
Thomas Brock (CRD# 1251569) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Casper, WY and has over 40 years of experience in the finance industry.
Kari Brown (CRD# 2945519) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Rochester, MN and has over 20 years of experience in the finance industry.
Nathaniel Brown (CRD# 6097375) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Morrisville, NC and has over 11 years of experience in the finance industry.
Robert Bruce (CRD# 3096866) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Wexford, PA and has over 25 years of experience in the finance industry.
Scott Bruce (CRD# 5127685) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Wexford, PA and has over 16 years of experience in the finance industry.