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Geneos Wealth Management, Inc. CRD 120894
$9.22B regulatory AUM 139 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-20 |
Branch Locations
5251 Dtc Parkway Suite 1001, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Capital Inc | Denver | CO | 07/2015 | 10/2016 |
| Transamerica Capital Inc | Denver | CO | 10/2016 | 11/2017 |
| Transamerica Retirement Solutions | Denver | CO | 11/2017 | 12/2021 |
| Transamerica Investors Securities Corporation | Denver | CO | 11/2017 | 12/2021 |
| Pruco Securities Llc | Englewood | CO | 01/2022 | 03/2022 |
| The Prudential Insurance Company Of America | Englewood | CO | 01/2022 | 03/2022 |
| Fidelity Investments | Denver | CO | 04/2022 | 05/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 05/2025 |
| Geneos Wealth Management Inc | Greenwood Village | CO | 05/2025 | Present |
| Lp Finch And Associates Inc. | Greenwood Village | CO | 05/2025 | Present |
| Geneos Wealth Management Inc | Foxfield | CO | 10/2025 | Present |
| G5 Financial Group | Foxfield | CO | 10/2025 | Present |
1). DBA: will work under G5 FINANCAIAL GROUP located at branch location 40 hours per week. 2) LP Finch and Associates - REGISTERED ASSISTANT 3) Independent Rep with various insurance carriers for FIXED INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-06 |
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