Stephen M Virkler

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

• 02/2016 → 07/2018
  Geneos Wealth Management
  Douglassville, PA
• 02/2016 → 07/2018
  The Life Group
  Douglassville, PA
• 01/2009 → Present
  Precept Marketing Group
  Elverson, PA
• 07/2018 → Present
  Geneos Wealth Management
  Douglassville, PA
• 07/2018 → Present
  The Life Financial Group Inc
  Douglassville, PA

Other Businesses

1)DBA: will wokr under the LIFE FINANCIAL GROUP INC non investment related business located at branch location. 2) LIFE INSTITUTE SEMINARS - Ministry Coordinator.

Exams

• S66 Uniform Combined State Law Examination
  2017-05-10