Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-16 |
| CO | RA | APPROVED | 2015-08-03 |
Branch Locations
9085 E Mineral Cir Suite 215, Centennial, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc | Centennial | CO | 08/2015 | Present |
| Nolen Western Co. | Centennial | CO | 07/2011 | Present |
1)DBA: WILL WORK UNDER NOLEN WESTERN CO, NON INVESTMENT RELATED BUSINESS LOCATED AT BRANCH LOCATION. 2)INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS. 3)WESTERN ASSET HOLDINGS LLC-REAL ESTATE OWNER-RENTAL INCOME.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-03-01 |
| S66 | Uniform Combined State Law Examination | 2008-11-18 |
Reach out to this advisor