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Geneos Wealth Management, Inc. CRD 120894
$9.22B regulatory AUM 139 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2016-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Knoxville | TN | 01/2009 | 10/2016 |
| Geneos Wealth Management Inc | Knoxville | TN | 10/2016 | Present |
| Priority Financial Solutions Llc | Knoxville | TN | 10/2016 | Present |
1) DBA: will work under Priority Financial Solutions LLC business located at branch location. 2) Independent Rep with various insurance carriers for fixed insurance business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-22 |
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