Kari Ann Brown

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2003-12-01

Other Names

• Kari Ann Heidemann
• Kari Ann Heidemann