Kristen Owen (CRD# 6420675) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Chestertown, MD and has over 9 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 3068985
Avantax Advisory Services
CRD# 6027121
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Geneos Wealth Management, Inc. | Chestertown, MD | Jan 2017 - Current | 7 |
| Chesapeake Investment Services | Chestertown, MD | Feb 2015 - Current | 9 |
| Cetera Investment Advisers LLC | Chestertown, MD | Feb 2015 - Dec 2016 | 1 |
| Cetera Investment Services LLC | St.cloud, MN | Nov 2014 - Dec 2016 | 2 |
| Chesapeake Bank | Chestertown, MD | Dec 2005 - Dec 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- MD
-
Total Assets Under Management5,163MILLIONS
-
Total Number of Accounts21,980ACCOUNTS
-
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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