Katrina Ann Barrett

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

• 07/2009 → Present
  Geneos Wealth Management Inc.
  Scottsdale, AZ
• 07/2009 → Present
  Lazarus Group
  Scottsdale, AZ

Other Businesses

1) DBA:WILL USE LAZARUS GROUP BUSINESS LOCATED AT BRANCH LOCATION. 2) LOCAL LUXURY REAL ESTATE LLC-REALTOR/OWNER. 3) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 4) FENIX LPC LLC-MEMBER AND FOUNDER. 5) MY RENT LLC-REAL ESTATE RENTAL INCOME. 6) LOCAL COMMERCIAL LLC-OWNER. 7) 8213 COLUMBUS LLC-MEMBER. 8) 3900 CLUBHOUSE LLC-PROPERTY OWNER.

Exams

• S66 Uniform Combined State Law Examination
  2009-08-25
• S63 Uniform Securities Agent State Law Examination
  2007-03-13

Other Names

• Katrina A Lazarus
• Katrina Ann Lazarus