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
William Coffman (CRD# 2369718) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Austin, TX and has over 30 years of experience in the finance industry.
Glenn Coleman (CRD# 1043371) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Pittsburgh, PA and has over 40 years of experience in the finance industry.
Michael Coleman (CRD# 5921374) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Pittsburgh, PA and has over 7 years of experience in the finance industry.
Gavin Compton (CRD# 6488976) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Pueblo, CO and has over 7 years of experience in the finance industry.
Richard Costner (CRD# 2254186) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Lakewood, CO and has over 31 years of experience in the finance industry.
Cody Cox (CRD# 5948100) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Katy, TX and has over 10 years of experience in the finance industry.
Larry Deal (CRD# 5565394) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in York, NE and has over 15 years of experience in the finance industry.
Roger Deal (CRD# 2263476) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Columbus, NE and has over 31 years of experience in the finance industry.
Ryan Diachok (CRD# 4047236) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Englewood, CO and has over 16 years of experience in the finance industry.
Garry Dippel (CRD# 1035671) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Georgetown, TX and has over 40 years of experience in the finance industry.