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Financial ADVSR advisor directory · SEC adviser records

Geneos Wealth Management, Inc. financial advisors in Minnesota

Every SEC-registered investment adviser representative at a Geneos Wealth Management, Inc. office in Minnesota, by city and A to Z.

The short answer

5 registered advisors work at Geneos Wealth Management, Inc. in Minnesota, out of 175 nationwide; it's the firm's number 8 state by advisors, and the most are in Plainview (2). 2 list the CFP designation and 5 are also registered broker representatives.

Geneos Wealth Management, Inc. advisors by city in Minnesota

Every firm in Minnesota →

Plainview 2Rochester 2Austin 1

Geneos Wealth Management, Inc. advisors in Minnesota, A to Z

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

Geneos Wealth Management, Inc. in other states

Colorado 38Arizona 21Pennsylvania 14Texas 14Virginia 13North Carolina 9Tennessee 7Nebraska 5Washington 5Oklahoma 4Utah 4California 3Florida 3Illinois 3Maryland 3New York 3Wyoming 3

Questions

How many Geneos Wealth Management, Inc. financial advisors are in Minnesota?

5 investment adviser representatives are registered at Geneos Wealth Management, Inc. offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 175 at the firm nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.

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

Plainview, with 2, then Rochester (2). Geneos Wealth Management, Inc. has advisors in 3 cities in Minnesota.

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

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.