Wesley Nathan Price

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

• 02/2015 → Present
  Geneos Wealth Management, Inc.
  Knoxville, TN
• 06/2013 → 07/2017
  Tennessee Retirement Strategists
  Knoxville, TN
• 07/2017 → Present
  Prosperity Partners Wealth Management Llc
  Knoxville, TN

Previous Registrations

• 2004-06-09 → 2015-02-11
  Woodbury Financial Services, Inc.
  Knoxville, TN
• 2004-04-16 → 2005-12-14
  Private Client Services, Llc
  Louisville, KY

Other Businesses

1)DBA:WILL WORK UNDER TENNESSEE PROSPERITY PARTNERS WEALTH MANAGEMENT LLC NON INVESTMENT RELATED BUSINESS LOCATED AT BRANCH LOCATION. 2)INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-06
• S63 Uniform Securities Agent State Law Examination
  1994-07-01

Designations

• Certified Financial Planner

Other Names

• Wes N Price