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.
CRD# 5846095
State Farm Investment Management Corp.
CRD# 2295718
Lpl Financial LLC
CRD# 5106892
Geneos Wealth Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advanced Financial Planning LLC | Cedar City, UT | Feb 2019 - Current | 5 |
| Geneos Wealth Management | Cedar City, UT | Feb 2019 - Current | 5 |
| Advanced Financial Planning LLC | Cedar City, UT | Oct 2018 - Feb 2019 | < 1 |
| Geneos Wealth Management | Cedar City, UT | Oct 2018 - Feb 2019 | < 1 |
| Dishone Satellite | Cedar City, UT | Oct 2017 - Oct 2018 | 1 |
| Go Green Staffing | Cedar City, UT | Nov 2013 - Jan 2018 | 4 |
| Simulcast | Cedar City, UT | Feb 2017 - Oct 2017 | < 1 |
| Vantage | Cedar City, UT | Feb 2014 - Feb 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- NC
- TX
- UT
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Total Assets Under Management5,163MILLIONS
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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
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