David Aaron Obenberger

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

• 08/2007 → Present
  Geneos Wealth Management Inc
  Deer Park, TX
• 08/2013 → Present
  Rockwell Wealth Management
  Deer Park, TX

Previous Registrations

• 2007-07-09 → 2007-08-21
  Securities America Advisors, Inc.
  Denver, CO

Other Businesses

1)DBA:WILL WORK UNDER ROCKWELL WEALTH MANAGEMENT LOCATED AT BRANCH LOCATION. 2)INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3)NBLUE PARTNERS LLC COMMERCIAL REAL ESTATE-OWNER.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-06

Other Names

• D. Aaron Obenberger