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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-26 |
| NE | RA | APPROVED | 2014-09-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc. | Omaha | NE | 09/2014 | Present |
| Sequoia Wealth Partners | Omaha | NE | 06/2005 | 01/2020 |
| Mcguire Financial Inc | Omaha | NE | 01/2020 | Present |
1)DBA: WILL WORK UNDER MCGUIRE FINANCIAL INC-PRESIDENT BUSINESS LOCATED AT BRANCH LOCATION. 2)INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS. 3)MCGUIRE FINANCIAL GROUP-OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-06 |
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