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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-11-04 |
Branch Locations
100 4Th Ave Se Suite 2, Plainview, MN 55964 • United States
421 1St Ave Sw Suite 303, Rochester, MN 55902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc. | Plainview | MN | 03/2004 | Present |
| Advisors Group | Plainview | MN | 11/2011 | 08/2020 |
| Inspired Retirement Planning | Plainview | MN | 08/2020 | Present |
1) DBA:INSPIRED RETIREMENT PLANNING LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE COMPANIES FOR FIXED ONLY. 3) TOTAL HEALTH DBA THE FITNESS SHOPPE-SELL PRODUCTS. 4) PRESIDENT:AMG HOLDINGS INC. 5) PEACE UNITED CHURCH OF CHRIST-FINANCE COMMITTEE MEMBER. 6) MX FITNESS SUPPLY LLC-MEMBER. 7) SPRING VALLEY FIT EXPRESS LLC-MEMBER. 8) ACDB PROPERTIES LLC-MEMBER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-22 |
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