Frederick Owsley

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

• 09/2010 → 09/2017
  Capital Wealth Dynamics Group
  Tempe, AZ
• 03/2013 → 10/2018
  Geneos Wealth Management
  Scottsdale, AZ
• 09/2017 → 10/2018
  Osland Financial Group
  Scottsdale, AZ
• 10/2018 → 06/2019
  Geneos Wealth Management
  Scottsdale, AZ
• 10/2018 → 06/2019
  Osland Financial Group
  Scottsdale, AZ
• 06/2019 → Present
  Geneos Wealth Management
  Scottsdale, AZ
• 06/2019 → 07/2026
  Osland Financial Group
  Scottsdale, AZ
• 07/2026 → Present
  Heffernan Financial/Heffernan Advisory Inc
  Scottsdale, AZ

Other Businesses

1) WILL WORK AS A REGISTERED ASSISTANT/ EMPLOYEE FOR HEFFERNAN ADVISORY INC LOCATED AT BRANCH LOCATION. 2) NOTARY PUBLIC.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-22

Other Names

• Fred Owsley
• Frederick J Owsley