Wesley Lee Strode

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

• 02/2012 → Present
  Geneos Wealth Management, Inc
  Englewood, CO
• 02/2012 → 07/2024
  Portfolio Design Advisors
  Englewood, CO

Previous Registrations

• 2017-01-11 → 2024-07-02
  Portfolio Design Advisors, Inc.
  Englewood, CO
• 2012-03-22 → 2016-12-31
  Portfolio Design Advisors, Inc.
  Centennial, CO
• 2011-09-30 → 2012-02-22
  Empower Advisory Group, Llc
  Greenwood Village, CO

Other Businesses

1) S LAZY R RANCH-OWNER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-29

Designations

• Chartered Financial Analyst

Other Names

• Wesley L Strode