William David Coffman

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:

Current Employers

Geneos Wealth Management, Inc.

9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2011-01-12

TX RA
APPROVED

Since 2011-01-12

Branch Locations

Liberty Hill, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Geneos Wealth Management, Inc.	Austin	TX	04/2003	Present
W. David Coffman, Cpa ,Cfp	Austin	TX	01/2011	Present

04/2003 → Present

Geneos Wealth Management, Inc.

Austin, TX
01/2011 → Present

W. David Coffman, Cpa ,Cfp

Austin, TX

Other Businesses

1) DBA:W DAVID COFFMAN CPA,CFP BUSINESS LOCATED AT BRANCH LOCATION. 2) NDEPENDENT REP WITH VARIOUS CARRIERS FOR FIXED ONLY. 3) TAX ACCOUNTING SERVICES. 4) CFA INC-BOOKKEEPING SERVICES. 5) DBA 2ND: William Coffman and Company Inc DBA Coffman Wealth Management. 6) TRUSTEE FOR FAMILY TRUST.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-09-02
S63	Uniform Securities Agent State Law Examination	1993-07-19

S65 Uniform Investment Adviser Law Examination

1998-09-02
S63 Uniform Securities Agent State Law Examination

1993-07-19

Designations

Certified Financial Planner

View on SEC IAPD