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Financial ADVSR advisor directory · SEC adviser records

Geneos Wealth Management, Inc. financial advisors in Lone Tree, CO

Every SEC-registered investment adviser representative at a Geneos Wealth Management, Inc. office in Lone Tree, A to Z.

The short answer

4 registered advisors work at Geneos Wealth Management, Inc. in Lone Tree, out of 175 at the firm nationwide; it ranks number 6 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.

Geneos Wealth Management, Inc. advisors in Lone Tree, A to Z

Every Geneos Wealth Management, Inc. advisor →

Geneos Wealth Management, Inc. advisors in every city and state →Geneos Wealth Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Geneos Wealth Management, Inc. advisors in other cities

Englewood, CO 14Roanoke, VA 9Scottsdale, AZ 8Knoxville, TN 7Flagstaff, AZ 6Lancaster, PA 5Addison, TX 4Denver, CO 4Fayetteville, NC 4Casper, WY 3Centennial, CO 3Douglassville, PA 3Foxfield, CO 3Greenville, NC 3Longview, WA 3

Other firms in Lone Tree

All Lone Tree advisors →

Charles Schwab & Co., Inc. 468Schwab Wealth Advisory, Inc. 204Strategic Advisers LLC 14A & I Wealth Management 10Captrust 4Charles Schwab Investment Management, Inc. 3Fifth Third Wealth Advisors LLC 3Gallacher Capital Management, LLC 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3Robinhood Asset Management 3Tier One Wealth Management 3

Questions

How many financial advisors does Geneos Wealth Management, Inc. have in Lone Tree?

4 investment adviser representatives are registered at Geneos Wealth Management, Inc. offices in Lone Tree, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 175 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.

Is Geneos Wealth Management, Inc. one of the largest advisor employers in Lone Tree?

Geneos Wealth Management, Inc. ranks number 6 in Lone Tree by registered advisors; Charles Schwab & Co., Inc. has the most, with 468.

How do I check a Geneos Wealth Management, Inc. advisor in Lone Tree?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Geneos Wealth Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.