Michelle Dawn France

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:

Current Employers

Geneos Wealth Management, Inc.

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-07-09
UT	RA	APPROVED	2013-08-06

IL RA
APPROVED

Since 2026-07-09
UT RA
APPROVED

Since 2013-08-06

Branch Locations

Midvale, UT • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Geneos Wealth Management, Inc	Midvale	UT	08/2013	Present

08/2013 → Present

Geneos Wealth Management, Inc

Midvale, UT

Previous Registrations

2013-04-16 → 2013-08-02

Equitable Advisors, Llc

Salt Lake City, UT
2012-06-18 → 2013-03-25

Lefavi Wealth Management

Salt Lake City, UT
2010-05-05 → 2012-06-15

Knox Capital Advisors, Llc

Draper, UT
2006-01-12 → 2010-04-30

Geneos Wealth Management, Inc.

Draper, UT
2009-01-13 → 2009-06-08

Knox Capital Advisors, Llc

Draper, UT
2005-05-26 → 2005-06-23

M Holdings Securities, Inc.

Draper, UT

Other Businesses

1)ENCHANTED ESTATES HOA-PRESIDENT.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2009-05-27
S65	Uniform Investment Adviser Law Examination	1997-09-19

S63 Uniform Securities Agent State Law Examination

2009-05-27
S65 Uniform Investment Adviser Law Examination

1997-09-19

View on SEC IAPD