Geneos Wealth Management, Inc.

Geneos Wealth Management, Inc. (CRD# 120894) is a financial advisory firm headquartered in Centennial, CO. They manage $3,294,334,641 in 15,747 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,294
    MILLION
  • Total Number of Accounts
    15,747
    ACCOUNTS
  • Average Account Value
    $209,204
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Geneos Wealth Management, Inc.
Showing 1 - 10 of 193 top financial advisors.
1
Lowell J. Adrian
CRD#: 1223476
Greenwood Village, CO 80111

Lowell Adrian (CRD# 1223476) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Greenwood Village, CO and has over 35 years of experience in the finance industry.

2
David W. Amos
CRD#: 2132623
Roanoke, VA 24015

David Amos (CRD# 2132623) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Roanoke, VA and has over 28 years of experience in the finance industry.

3
Kenneth Ancell
CRD#: 2573123
Kensington, CA 94707

Kenneth Ancell (CRD# 2573123) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Kensington, CA and has over 14 years of experience in the finance industry.

4
Amanda B. Arthur
CRD#: 5834010
Roanoke, VA 24015

Amanda Arthur (CRD# 5834010) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Roanoke, VA and has over 9 years of experience in the finance industry.

5
David M. Arthur
CRD#: 5103183
Roanoke, VA 24015

David Arthur (CRD# 5103183) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Roanoke, VA and has over 5 years of experience in the finance industry.

6
David M. Arthur
CRD#: 702217
Roanoke, VA 24015

David Arthur (CRD# 702217) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Roanoke, VA and has over 40 years of experience in the finance industry.

7
Robert D. Arthur
CRD#: 5092428
Roanoke, VA 24015

Robert Arthur (CRD# 5092428) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Roanoke, VA and has over 6 years of experience in the finance industry.

8
Michael J. Auer
CRD#: 6751497
Fort Collins, CO 80521

Michael Auer (CRD# 6751497) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Fort Collins, CO and has over 2 years of experience in the finance industry.

9
Robert J. Bachman
CRD#: 715193
Greenwood Village, CO 80111

Robert Bachman (CRD# 715193) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Greenwood Village, CO and has over 28 years of experience in the finance industry.

10
Kayanne Baker
CRD#: 5038439
Prescott, AZ 86305

Kayanne Baker (CRD# 5038439) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Prescott, AZ and has over 9 years of experience in the finance industry.

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