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Financial ADVSR advisor directory · SEC adviser records

Geneos Wealth Management, Inc. financial advisors in Utah

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

The short answer

4 registered advisors work at Geneos Wealth Management, Inc. in Utah, out of 175 nationwide; it's the firm's number 13 state by advisors, and the most are in Cedar City (2). 0 list the CFP designation and 4 are also registered broker representatives.

Geneos Wealth Management, Inc. advisors by city in Utah

Every firm in Utah →

Cedar City 2Santa Clara 1West Jordan 1

Geneos Wealth Management, Inc. advisors in Utah, 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 20Pennsylvania 14Texas 14Virginia 13North Carolina 9Tennessee 7Minnesota 5Nebraska 5Washington 5California 4Oklahoma 4Florida 3Illinois 3Maryland 3New York 3Wyoming 3

Questions

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

4 investment adviser representatives are registered at Geneos Wealth Management, Inc. offices in Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 175 at the firm nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

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

Cedar City, with 2, then Santa Clara (1). Geneos Wealth Management, Inc. has advisors in 3 cities in Utah.

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

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.