Financial ADVSR advisor directory · SEC adviser records
Geneos Wealth Management, Inc. financial advisors in Pennsylvania
Every SEC-registered investment adviser representative at a Geneos Wealth Management, Inc. office in Pennsylvania, by city and A to Z.
The short answer
14 registered advisors work at Geneos Wealth Management, Inc. in Pennsylvania, out of 175 nationwide; it's the firm's number 3 state by advisors, and the most are in Lancaster (5). 6 list the CFP designation and 14 are also registered broker representatives.
Geneos Wealth Management, Inc. advisors by city in Pennsylvania
Every firm in Pennsylvania →Lancaster 5Douglassville 3Erie 2Pittsburgh 2Lansdale 1Schuylkill Haven 1
Geneos Wealth Management, Inc. advisors in Pennsylvania, A to Z
Search by name →- Andrew S. BarningerLancaster · Certified Financial Planner
- Steven F. BellLancaster · Certified Financial Planner, Chartered Financial Consultant
- Richard M. BravermanLancaster · Certified Financial Planner
- Glenn M. ColemanPittsburgh
- Michael T. ColemanPittsburgh
- J J. EhstDouglassville · Certified Financial Planner
- John A. KieferSchuylkill Haven
- Clarence A. Krepps Jr.Lansdale · Chartered Financial Consultant
- Christopher J. MillerLancaster
- Stephen J. RohrerDouglassville
- Grace RolandLancaster
- Timothy J. RussellDouglassville · Certified Financial Planner
- Darrell E. StonerErie · Chartered Financial Consultant
- Robert W. StonerErie · Certified Financial Planner
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 20Texas 14Virginia 13North Carolina 9Tennessee 7Minnesota 5Nebraska 5Washington 5California 4Oklahoma 4Utah 4Florida 3Illinois 3Maryland 3New York 3Wyoming 3
Questions
How many Geneos Wealth Management, Inc. financial advisors are in Pennsylvania?
14 investment adviser representatives are registered at Geneos Wealth Management, Inc. offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 175 at the firm nationwide. 6 list the CFP designation and 14 are also registered as broker representatives.
Where in Pennsylvania does Geneos Wealth Management, Inc. have the most advisors?
Lancaster, with 5, then Douglassville (3). Geneos Wealth Management, Inc. has advisors in 6 cities in Pennsylvania.
How do I check a Geneos Wealth Management, Inc. advisor in Pennsylvania?
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.