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Current Employers
Geneos Wealth Management, Inc.

9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-19
CO RA APPROVED 2024-08-26
NE RA APPROVED 2014-09-18
  • TX RA
    APPROVED_RES
    Since 2026-03-19
  • CO RA
    APPROVED
    Since 2024-08-26
  • NE RA
    APPROVED
    Since 2014-09-18

Branch Locations

1453 29Th Ave, Columbus, NE 68601 • United States

1904 South Street Suite 106, Blair, NE 68008 • United States

14507 California Street, Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Geneos Wealth Management Inc. Blair NE 09/2014 Present
Sequoia Wealth Partners Omaha NE 09/2010 Present
Dan Mussack Financial Consultant Blair NE 06/2006 Present
  • 09/2014 → Present
    Blair, NE
  • 09/2010 → Present
    Sequoia Wealth Partners
    Omaha, NE
  • 06/2006 → Present
    Dan Mussack Financial Consultant
    Blair, NE
Previous Registrations
Other Businesses

1) DBA:SEQUOIA WEALTH PARTNERS LOCATED AT BRANCH LOCATION. 2 )INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS. 3) DBA: DAN MUSSACK FINANCIAL CONSULTANT LOCATED AT BRANCH LOCATION. 4) NOTARY PUBLIC. 5) OFFICE SPACE RENTAL INCOME.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-09-19
  • S63 Uniform Securities Agent State Law Examination
    1989-09-19

View on SEC IAPD

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