Adviser and broker representative · Geneos Wealth Management, Inc.
Wesley L. Strode
CRD 5080829 · Englewood, CO
At a glance
Wesley L. Strode is an investment adviser representative with Geneos Wealth Management, Inc. in Englewood, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Wesley’s SEC record dates to 2011, about 15 years ago. Wesley is also registered as a broker representative. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Geneos Wealth Management, Inc.Since February 2012Englewood, CO · $9.2B in regulatory assets
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Wesley’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.