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Kari Ann Brown

Geneos Wealth Management, Inc.

Rochester, MN

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Current Employers
Geneos Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2013-11-05
  • MN RA
    APPROVED
    Since 2013-11-05

Branch Locations

421 1St Ave Sw Suite 303, Rochester, MN 55902 • 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
Advisors Group Rochester MN 09/2003 08/2020
Geneos Wealth Mgmt Inc Rochester MN 03/2004 Present
Inspired Retirement Planning Rochester MN 08/2020 Present
  • 09/2003 → 08/2020
    Advisors Group
    Rochester, MN
  • 03/2004 → Present
    Geneos Wealth Mgmt Inc
    Rochester, MN
  • 08/2020 → Present
    Inspired Retirement Planning
    Rochester, MN
Previous Registrations
  • 2004-01-13 → 2004-03-19
    United Securities Alliance, Inc.
    Rochester, MN
Other Businesses

1) WILL WORKS AS A REGISTERED ASSISTANT FOR INSPIRED RETIREMENT PLANNING LOCATED AT BRANCH LOCATION. 2) BABYSITTING/HOUSESITTING. 3) NOTARY PUBLIC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-12-01
  • S66 Uniform Combined State Law Examination
    2003-12-01
Other Names
  • Kari Ann Heidemann
  • Kari Ann Heidemann

View on SEC IAPD

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