Adviser and broker representative · Geneos Wealth Management, Inc.
Kathryn A. Mullenaux
CRD 1392248 · Colorado Springs, CO
At a glance
Kathryn A. Mullenaux is an investment adviser representative with Geneos Wealth Management, Inc. in Colorado Springs, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kathryn’s SEC record dates to 2014, about 12 years ago. Kathryn is also registered as a broker representative.
Current advisory firm
- Geneos Wealth Management, Inc.Since January 2014Colorado Springs, CO · $9.2B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kathryn’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
- Locked
- 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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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.
More at Geneos Wealth Management, Inc.
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- Max D. AndersonLongview
- Steven D. ArriganDenver
- Amanda B. ArthurRoanoke
- David M. Arthur Jr.Roanoke
- Robert D. ArthurRoanoke
- David A. AsburyFort Collins
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