William Charles Reynolds

Current Employers

Geneos Wealth Management, Inc.

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2019-07-09
CO	RA	APPROVED	2009-07-23

AZ RA
APPROVED

Since 2019-07-09
CO RA
APPROVED

Since 2009-07-23

Branch Locations

Prescott, AZ • United States

Apison, TN • 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

Organization	City	State	From	To
Geneos Wealth Management Inc	Prescott	AZ	06/2009	Present
Financial Design And Management Inc	Prescott	AZ	06/2009	06/2020
G5 Financial Group	Prescott	AZ	06/2020	Present

06/2009 → Present

Geneos Wealth Management Inc

Prescott, AZ
06/2009 → 06/2020

Financial Design And Management Inc

Prescott, AZ
06/2020 → Present

G5 Financial Group

Prescott, AZ

Previous Registrations

2009-06-24 → 2020-06-05

Financial Design & Management, Inc.

Fort Collins, CO
2001-11-23 → 2009-06-25

Ameriprise Financial Services, Llc

Fort Collins, CO

Fort Collins, CO

Other Businesses

1) DBA:WILL WORK UNDER G5 FINANCIAL GROUP BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) POM WEALTH MANAGEMENT LLC-OWNER. 4) ADRIENNE REYNOLDS PHOTOGRAPHY-ASSISTANT.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-12-07
S63	Uniform Securities Agent State Law Examination	1998-01-09

S65 Uniform Investment Adviser Law Examination

1998-12-07
S63 Uniform Securities Agent State Law Examination

1998-01-09

Designations

View on SEC IAPD