Adviser and broker representative · Geneos Wealth Management, Inc.

Karolyn R. Lunsford

CRD 2434325 · Elberton, GA

At a glance

Karolyn R. Lunsford is an investment adviser representative with Geneos Wealth Management, Inc. in Elberton, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Karolyn’s SEC record dates to 2003, about 23 years ago. Karolyn is also registered as a broker representative. Designations on file: Certified Financial Planner.

Current advisory firm

Geneos Wealth Management, Inc.Since February 2015Elberton, GA · $9.2B in regulatory assets

SEC adviser record

Registered since: 2003 (23 years)
Designations: Certified Financial Planner
Exams: Series 63, Series 65
Registered in: 1 state
Also a broker representative: Yes
Disclosures on record: Yes, see the SEC record

AtlasMembers

Karolyn’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 3 firmsLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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