Douglas Allan Rader

Employer firm

Geneos Wealth Management, Inc. CRD 120894

$9.22B regulatory AUM 139 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2006 → Present
  Geneos Wealth Management, Inc
  Prescott, AZ
• 10/2011 → Present
  Doug Rader Cpa Pllc
  Prescott, AZ

Previous Registrations

• 2002-08-21 → 2005-10-31
  Sentra Securities Corporation
  Prescott, AZ

Other Businesses

1) DBA:DOUG RADER CPA PLLC-CPA FIRM LOCATED AT BRANCH LOCATION. 2) RENTAL REAL ESTATE-MARS HOLDINGS LLC & LEGACY CHARTER LLC. 3) MANAGING MEMBER:CORONADO CAPITAL. 4) YAVAPAI SILENT WITNESS-TREASURER. 5) PACIFICO PROPERTIES-OWNER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-15
• S63 Uniform Securities Agent State Law Examination
  1988-10-25

Designations

• Certified Financial Planner