Naomi Ruth Rominski

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

• 11/2011 → 05/2020
  Western International Securities, Inc.
  Pasadena, CA
• 05/2020 → Present
  Capital Management Group
  Denver, CO
• 05/2020 → Present
  Geneos Wealth Management
  Denver, CO

Previous Registrations

• 2011-11-09 → 2020-05-11
  Western International Securities, Inc.
  Denver, CO
  Campbell, CA
• 2009-09-23 → 2011-11-09
  Geneos Wealth Management, Inc.
  Arvada, CO

Other Businesses

1) WILL WORK AS A REGISTERED ASSISTANT FOR CAPITAL MANAGEMENT GROUP LOCATED AT BRANCH LOCATION-40 HOURS PER WEEK. 2) NOTARY PUBLIC.

Exams

• S66 Uniform Combined State Law Examination
  2009-09-17