Travis Peter, financial advisor Lamar CO
93 score

Travis Peter

CRD Number: 5317746
Current Firm: Geneos Wealth Management, Inc.

Travis Peter (CRD# 5317746) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Lamar, CO and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Geneos Wealth Management Tribune, KS Sep 2014 - Current 3
Tzp Retirement Services Tribune, KS Oct 2012 - Current 5
Lpl Financial, LLC Tribune, KS Oct 2012 - Sep 2014 1
Morgan Stanley Smith Barney Utica, NY Feb 2011 - Oct 2012 1
Merrill Lynch Utica, NY Feb 2008 - Feb 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Travis A. Peter
Phone Number: 303-785-8470
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    2,647
    MILLIONS
  • Total Number of Accounts
    13,540
    ACCOUNTS
  • Average Account Value
    $195,464
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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