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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2017-11-13 |
Branch Locations
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Wickenburg, AZ • United States
Burns, WY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2017-09-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kaiser And Company | Burns | WY | 08/1995 | Present |
| Geneos Wealth Management, Inc | Burns | WY | 04/2013 | Present |
| Kaiser Wealth Management | Burns | WY | 08/1995 | Present |
1) DBA/RIA-KAISER WEALTH MANAGEMENT-INVESTMENT ADVISORY SERVICES- PRESIDENT/OWNER OF AN INVESTMENT RELATED BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS. 3) AGRICULTURE RANCH-LIVESTOCK BUSINESS. 4) RENTAL INCOME. 5) T&J LAND AND INVESTMENTS LLC-REAL ESTATE OWNER.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-01-19 |
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