Geneos Wealth Management, Inc.

Geneos Wealth Management, Inc. (CRD# 120894) is a financial advisory firm headquartered in Englewood, CO. They manage $4,645,780,111 in 19,340 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,646
    MILLION
  • Total Number of Accounts
    19,340
    ACCOUNTS
  • Average Account Value
    $240,216
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
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 11 - 20 of 192 top financial advisors.
11
Dana P. Basballe
CRD#: 2659753
100 4th Ave Se, Suite 2, Plainview, MN 55964

Dana Basballe (CRD# 2659753) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Plainview, MN and has over 28 years of experience in the finance industry.

12
Sharon L. Baysinger Warren
CRD#: 1447483
1201 Walnut St, Suite #400, Kansas City, MO 64106

Sharon Baysinger Warren (CRD# 1447483) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Kansas City, MO and has over 28 years of experience in the finance industry.

13
Steven F. Bell
CRD#: 3005611
630 Delp Road, Suite #100, Lancaster, PA 17601

Steven Bell (CRD# 3005611) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Lancaster, PA and has over 26 years of experience in the finance industry.

14
Charles R. Bigbie
CRD#: 1158301
9635 Maroon Circle, Suite 100, Englewood, CO 80112

Charles Bigbie (CRD# 1158301) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Englewood, CO and has over 40 years of experience in the finance industry.

15
Richard M. Braverman
CRD#: 1023227
2173 Embassy Dr, Lancaster, PA 17603

Richard Braverman (CRD# 1023227) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Lancaster, PA and has over 41 years of experience in the finance industry.

16
Thomas E. Brock
CRD#: 1251569
110 West 2nd St, Suite 225, Casper, WY 82601

Thomas Brock (CRD# 1251569) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Casper, WY and has over 40 years of experience in the finance industry.

17
Kari A. Brown
CRD#: 2945519
3428 Lakeridge Place Nw, Suite 120, Rochester, MN 55901

Kari Brown (CRD# 2945519) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Rochester, MN and has over 20 years of experience in the finance industry.

18
Nathaniel Brown
CRD#: 6097375
2000 Aerial Center Parkway, Suite 108, Morrisville, NC 27560

Nathaniel Brown (CRD# 6097375) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Morrisville, NC and has over 11 years of experience in the finance industry.

19
Robert G. Bruce
CRD#: 3096866
100 Bradford Rd, Suite 220, Wexford, PA 15090

Robert Bruce (CRD# 3096866) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Wexford, PA and has over 25 years of experience in the finance industry.

20
Scott R. Bruce
CRD#: 5127685
100 Bradford Rd, Suite 220, Wexford, PA 15090

Scott Bruce (CRD# 5127685) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Wexford, PA and has over 16 years of experience in the finance industry.

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