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
Clarence Krepps (CRD# 1076084) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Lansdale, PA and has over 40 years of experience in the finance industry.
Dillon Lambert (CRD# 6796567) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Ardmore, OK and has over 6 years of experience in the finance industry.
Michael Langlois (CRD# 1224837) 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.
Jason Lauritsen (CRD# 4134217) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in West Fargo, ND and has over 23 years of experience in the finance industry.
Stephanie Lauritsen (CRD# 5138879) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in West Fargo, ND and has over 10 years of experience in the finance industry.
Joseph Leal (CRD# 2672320) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Pueblo, CO and has over 21 years of experience in the finance industry.
Cynthia Low (CRD# 1838581) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Austin, MN and has over 35 years of experience in the finance industry.
Karolyn Lunsford (CRD# 2434325) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Elberton, GA and has over 30 years of experience in the finance industry.
Mark Magruder (CRD# 5705376) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Douglassville, PA and has over 14 years of experience in the finance industry.
Ramona Malec (CRD# 4704984) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Santa Fe, NM and has over 7 years of experience in the finance industry.