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Financial ADVSR advisor directory · SEC adviser records

Geneos Wealth Management, Inc. financial advisors in Casper, WY

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

The short answer

3 registered advisors work at Geneos Wealth Management, Inc. in Casper, out of 175 at the firm nationwide; it ranks number 10 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Geneos Wealth Management, Inc. advisors in Casper, 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 4Lone Tree, CO 4Centennial, CO 3Douglassville, PA 3Foxfield, CO 3Greenville, NC 3Longview, WA 3

Other firms in Casper

All Casper advisors →

LPL Financial LLC 13Pfs Investments Inc. 9Cetera Investment Advisers LLC 6Edward Jones 6Osaic Wealth, Inc. 6RBC Capital Markets, LLC 5Ameriprise Financial Services, LLC 4State Farm Investment Management Corp. 4Stifel, Nicolaus & Company, Incorporated 4Morgan Stanley 3Pinnacle West Asset Management Inc. 3Wells Fargo Clearing Services, LLC 3

Questions

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

3 investment adviser representatives are registered at Geneos Wealth Management, Inc. offices in Casper, Wyoming, according to the SEC's Investment Adviser Public Disclosure records, out of 175 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

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

Geneos Wealth Management, Inc. ranks number 10 in Casper by registered advisors; LPL Financial LLC has the most, with 13.

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

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.