Michael J Pazera

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

• 07/2008 → Present
  Geneos Wealth Management Inc
  Rockport, TX
• 07/2008 → Present
  Pazera Capital Management Inc
  Rockport, TX

Previous Registrations

• 2009-02-25 → 2025-06-30
  Pazera Capital Management, Inc.
  Rockport, TX
• 2007-03-07 → 2008-07-16
  Ameritas Investment Company, Llc
  Dallas, TX

Other Businesses

1) DBA: PAZERA CAPITAL MANAGEMENT INC BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS ONLY. 3) SOUTHLAKE COMMUNITY ENHANCEMENT AND DEVELOPMENT CORP-BOARD MEMBER. 4) SLUMP BUSTER COLLECTABLES-PARTNER. 5) JOSHUA FARMS MUNICIPAL MANAGEMENT DISTRICT NO1-DIRECTOR. 6) DRAGON TRADITION CLUB-BOARD MEMBER.

Exams

• S66 Uniform Combined State Law Examination
  2006-06-12

Designations

• Certified Financial Planner