Geoffrey Dean Voorhees

Employer firm

Familywealth CRD 289193

$395M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars
• ADVICE TO USE MODELS OF RELATED INVESTMENT ADVISER

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 08/2010 → 01/2023
  Mutual Of Omaha
  Lake Mary, FL
• 01/2023 → Present
  Familywealth Advisers, Llc
  Lake Mary, FL

Previous Registrations

• 2010-08-12 → 2023-01-12
  Mutual Of Omaha Investor Services, Inc.
  Tampa, FL
  Lake Mary, FL
  Lake Mary, FL
  Tampa, FL
  Tampa, FL

Other Businesses

Insurance Agent: 03/2001 - Life insurance, health insurance, fixed annuities. 40 hrs per week.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-09
• S63 Uniform Securities Agent State Law Examination
  2004-10-01