Adviser and broker representative · Geneos Wealth Management, Inc.
Timothy C. Shank
CRD 1760854 · Roanoke, VA
At a glance
Timothy C. Shank is an investment adviser representative with Geneos Wealth Management, Inc. in Roanoke, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Timothy’s SEC record dates to 1998, about 28 years ago. Timothy is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Geneos Wealth Management, Inc.Since March 2004Roanoke, VA · $9.2B in regulatory assets
SEC adviser record
- Registered since
- 1998 (28 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 4 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Timothy’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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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.