Travis A Peter

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:

Current Employers

Geneos Wealth Management, Inc.

9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2026-05-12
NJ	RA	APPROVED	2022-11-04

MN RA
APPROVED

Since 2026-05-12
NJ RA
APPROVED

Since 2022-11-04

Branch Locations

Toms River, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Geneos Wealth Management	Lamar	CO	09/2014	Present
Tzp Retirement Services	Lamar	CO	10/2012	Present

09/2014 → Present

Geneos Wealth Management

Lamar, CO
10/2012 → Present

Tzp Retirement Services

Lamar, CO

Previous Registrations

2012-10-03 → 2014-10-07

Lpl Financial Llc

Tribune, KS

San Diego, CA

Tribune, KS
2011-02-18 → 2012-10-19

Morgan Stanley

Utica, NY
2008-04-01 → 2011-02-22

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Utica, NY
2007-09-06 → 2007-12-11

Edward Jones

St Louis, MO

Little Falls, NY

Other Businesses

1) DBA: TZP RETIREMENT SERVICES BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT CONTRACTOR WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS. 3) DBA: COLORADO FINANCIAL STRATEGIES GROUP.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-06-08

S66 Uniform Combined State Law Examination

2007-06-08

Other Names

Travis Peter
Travis Alan Peter
Travis Alan Peter

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