Carol Hodiak Chaney

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

• 10/2006 → Present
  Geneos Wealth Management, Inc.
  Union Bridge, MD

Previous Registrations

• 2003-11-11 → 2006-12-07
  Osaic Fa, Inc.
  Frederick, MD
  Frederick, MD

Other Businesses

1) DBA: WILL USE CAROL H CHANEY CTFA LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS FIXED INSURANCE COMPANIES. 3) 4H LIVESTOCK INCOME.

Exams

• S66 Uniform Combined State Law Examination
  2003-10-28

Other Names

• Carol Lynn Hodiak
• Carol Hodiak Chaney
• Carol Lynn Hodiak