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
Gary Jackson (CRD# 1276613) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Aubrey, TX and has over 39 years of experience in the finance industry.
Austin Jamison (CRD# 6898902) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Sellersburg, IN and has over 4 years of experience in the finance industry.
Sharon Jennings (CRD# 4232650) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Knoxville, TN and has over 22 years of experience in the finance industry.
Richard Kaul (CRD# 2196227) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Grand Junction, CO and has over 32 years of experience in the finance industry.
Kaden Keller (CRD# 7036382) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Cedar City, UT and has over 5 years of experience in the finance industry.
Christine Kelley (CRD# 2575054) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Casper, WY and has over 29 years of experience in the finance industry.
Timothy Kenkel (CRD# 2547899) 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.
John Kiefer (CRD# 4430627) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Schuylkill Haven, PA and has over 12 years of experience in the finance industry.
Martin Knight (CRD# 4973099) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Chestertown, MD and has over 18 years of experience in the finance industry.
Paul Knipping (CRD# 5180238) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Englewood, CO and has 1 year of experience in the finance industry.