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).

By the Numbers
  • Total Assets Under Management
    4,646
    MILLION
  • Total Number of Accounts
    19,340
    ACCOUNTS
  • Average Account Value
    $240,216
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Geneos Wealth Management, Inc.
Showing 21 - 30 of 192 top financial advisors.
21
James F. Buckman
CRD#: 5519785
127 Oakmont Drive, Greenville, NC 27858

James Buckman (CRD# 5519785) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Greenville, NC and has over 15 years of experience in the finance industry.

22
Jason R. Campbell
CRD#: 6105324
305 N San Marino Ave, San Gabriel, CA 91775

Jason Campbell (CRD# 6105324) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in San Gabriel, CA and has over 11 years of experience in the finance industry.

23
David S. Carl
CRD#: 3149241
9635 Maroon Circle, Suite 100, Englewood, CO 80112

David Carl (CRD# 3149241) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Englewood, CO and has over 25 years of experience in the finance industry.

24
Andrea P. Carpenter
CRD#: 2279360
306 Prosperity Road, Suite 101, Knoxville, TN 37923

Andrea Carpenter (CRD# 2279360) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Knoxville, TN and has over 26 years of experience in the finance industry.

25
A C. Carroll
CRD#: 2241004
3140 Chaparral Drive, Bldg. C, Suite 104, Roanoke, VA 24018

A Carroll (CRD# 2241004) 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.

26
James R. Carroll
CRD#: 1068345
9635 Maroon Circle, Suite 100, Englewood, CO 80112

James Carroll (CRD# 1068345) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Englewood, CO and has over 39 years of experience in the finance industry.

27
Carol H. Chaney
CRD#: 1949176
Union Bridge, MD

Carol Chaney (CRD# 1949176) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Union Bridge, MD and has over 20 years of experience in the finance industry.

28
Jennifer J. Clyde
CRD#: 5859137
Cool, CA

Jennifer Clyde (CRD# 5859137) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Cool, CA and has over 11 years of experience in the finance industry.

29
Kenneth A. Clyde
CRD#: 1488320
Cool, CA

Kenneth Clyde (CRD# 1488320) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Cool, CA and has over 33 years of experience in the finance industry.

30
Murphy R. Coble
CRD#: 706754
Charlotte, NC

Murphy Coble (CRD# 706754) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Charlotte, NC and has over 33 years of experience in the finance industry.

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