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
Alyssa Marks (CRD# 5159427) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in East Peoria, IL and has over 11 years of experience in the finance industry.
Travis Martin (CRD# 6358350) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Addison, TX and has over 9 years of experience in the finance industry.
Joyce McDaniel (CRD# 723299) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Englewood, CO and has over 17 years of experience in the finance industry.
Brian McGuire (CRD# 2280520) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Omaha, NE and has over 31 years of experience in the finance industry.
Christopher Miller (CRD# 2459507) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Lancaster, PA and has over 28 years of experience in the finance industry.
Jeremy Mitchell (CRD# 4679782) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Glendale, AZ and has over 19 years of experience in the finance industry.
Larry Mitchell (CRD# 1157656) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Glendale, AZ and has over 40 years of experience in the finance industry.
Quentin Moore (CRD# 1624054) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Bellaire, TX and has over 37 years of experience in the finance industry.
Kathryn Mullenaux (CRD# 1392248) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Colorado Springs, CO and has over 26 years of experience in the finance industry.
Daniel Mussack (CRD# 1991678) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Columbus, NE and has over 34 years of experience in the finance industry.