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Financial ADVSR advisor directory · SEC adviser records

Geneos Wealth Management, Inc. financial advisors

Every SEC-registered investment adviser representative at Geneos Wealth Management, Inc., by the state and city of the office they work from.

The short answer

175 registered advisors work at Geneos Wealth Management, Inc., in 31 states and 88 cities; the most are in Englewood, CO (13). 41 list the CFP designation and 172 are also registered broker representatives.

Search every Geneos Wealth Management, Inc. advisor by name →Who joined and left Geneos Wealth Management, Inc. →Geneos Wealth Management, Inc.: assets, clients and custodians →

Cities with the most Geneos Wealth Management, Inc. advisors

Englewood, CO 13Roanoke, VA 9Scottsdale, AZ 9Knoxville, TN 7Lancaster, PA 5Addison, TX 4Denver, CO 4Fayetteville, NC 4Flagstaff, AZ 4Lone Tree, CO 4Casper, WY 3Centennial, CO 3Douglassville, PA 3Foxfield, CO 3Greenville, NC 3Longview, WA 3Radford, VA 3Cedar City, UT 2Chestertown, MD 2Columbus, NE 2Erie, PA 2Fairfield, CT 2Georgetown, TX 2Glendale, AZ 2Grand Junction, CO 2Greenwood Village, CO 2Homer Glen, IL 2New Albany, IN 2Oklahoma City, OK 2Orchard Park, NY 2

Geneos Wealth Management, Inc. advisors by state

Geneos Wealth Management, Inc. in Colorado 38

Englewood 13Denver 4Lone Tree 4Centennial 3Foxfield 3Grand Junction 2Greenwood Village 2Boulder 1Castle Pines 1Colorado Springs 1Fort Collins 1Lakewood 1Littleton 1Pueblo 1

Geneos Wealth Management, Inc. in Arizona 20

Scottsdale 9Flagstaff 4Glendale 2Tucson 2Mesa 1Phoenix 1Prescott 1

Geneos Wealth Management, Inc. in Pennsylvania 14

Lancaster 5Douglassville 3Erie 2Pittsburgh 2Lansdale 1Schuylkill Haven 1

Geneos Wealth Management, Inc. in Texas 14

Addison 4Georgetown 2Bellaire 1Coppell 1Deer Park 1Katy 1Liberty Hill 1McAllen 1Rockport 1Southlake 1

Geneos Wealth Management, Inc. in Virginia 13

Roanoke 9Radford 3Blacksburg 1

Geneos Wealth Management, Inc. in North Carolina 9

Fayetteville 4Greenville 3Davidson 1Morrisville 1

Geneos Wealth Management, Inc. in Tennessee 7

Knoxville 7

Geneos Wealth Management, Inc. in Minnesota 5

Plainview 2Rochester 2Austin 1

Geneos Wealth Management, Inc. in Nebraska 5

Columbus 2Blair 1Omaha 1York 1

Geneos Wealth Management, Inc. in Washington 5

Longview 3Brush Prairie 1White Salmon 1

Geneos Wealth Management, Inc. in California 4

San Gabriel 2San Mateo 1Walnut Creek 1

Geneos Wealth Management, Inc. in Oklahoma 4

Oklahoma City 2Ardmore 1Tulsa 1

Geneos Wealth Management, Inc. in Utah 4

Cedar City 2Santa Clara 1West Jordan 1

Geneos Wealth Management, Inc. in Florida 3

Miami 1St. Augustine 1Venice 1

Geneos Wealth Management, Inc. in Illinois 3

Homer Glen 2East Peoria 1

Geneos Wealth Management, Inc. in Maryland 3

Chestertown 2Union Bridge 1

Geneos Wealth Management, Inc. in New York 3

Orchard Park 2Oneonta 1

Geneos Wealth Management, Inc. in Wyoming 3

Casper 3

Geneos Wealth Management, Inc. in Connecticut 2

Fairfield 2

Geneos Wealth Management, Inc. in Georgia 2

Brookhaven 1Elberton 1

Geneos Wealth Management, Inc. in Indiana 2

New Albany 2

Geneos Wealth Management, Inc. in Kansas 2

Shawnee 2

Geneos Wealth Management, Inc. in New Mexico 2

Santa Fe 2

Geneos Wealth Management, Inc. in Alaska 1

Fairbanks 1

Geneos Wealth Management, Inc. in Massachusetts 1

Whitinsville 1

Geneos Wealth Management, Inc. in Montana 1

Billings 1

Geneos Wealth Management, Inc. in North Dakota 1

West Fargo 1

Geneos Wealth Management, Inc. in New Jersey 1

Toms River 1

Geneos Wealth Management, Inc. in Ohio 1

Akron 1

Geneos Wealth Management, Inc. in Rhode Island 1

Cranston 1

Geneos Wealth Management, Inc. in South Carolina 1

Fripp Island 1

Questions

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

175 investment adviser representatives are registered with Geneos Wealth Management, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 31 states and 88 cities. 41 list the CFP designation and 172 are also registered as broker representatives.

Where does Geneos Wealth Management, Inc. have the most advisors?

Englewood, CO, with 13 registered advisors, then Roanoke, VA (9). By state, Colorado has the most, with 38.

How do I find a Geneos Wealth Management, Inc. financial advisor near me?

Pick your state below, then your city, to see every Geneos Wealth Management, Inc. advisor registered at an office there. Each one 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. An advisor registered at Geneos Wealth Management, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →